Carson Group Hires Osaic Recruiting Veteran as Independent Channel Competition Heats Up

NewsData.io · United States · Aug 17, 2026

Carson Group has appointed Kevin Peterson, a nearly 30-year advisor recruiting veteran and former Osaic SVP of sales, as SVP of business development for its independent channel. The hire comes amid accelerating competition among PE-backed consolidators for advisor talent and a wave of senior departures from Osaic, which has lost multiple C-suite and EVP-level leaders in recent months. Carson, which manages over $62 billion in assets, recently restructured into dedicated independent and integrated advisor teams, while rival Kestra has similarly been adding experienced recruiters from Commonwealth, LPL, and Raymond James. The activity signals intensifying recruiting battles across the independent wealth management space.