Articles authored by Carson Group

Businesses are open, another sign of a return to normalcy. Many are eyeing inflation. The jobs recovery is slow. What can we expect from the markets during the second half of the year? During this on-demand webinar, Carson’s Scott Kubie, Senior Investment Strategist, and Patrick Sittner, Portfolio Strategist, lead our Quarterly Market Outlook to discuss …

Carson Group, one of the fastest growing financial services firms in the country, announces that Ana Trujillo Limón has joined the firm as Director, Coaching and Advisor Content. A communications professional with more than 15 years of media experience as a reporter and editor, she was most recently editor-in-chief, FPA Publications with the Financial Planning …

The SECURE Act shook up the retirement planning scene when it was signed into law in December of 2019. In an effort to better prepare Americans for retirement, the law allowed 401(k)s to offer annuities, encouraged small business owners to set up retirement plans and upped the age at which required minimum distributions start. Now …

Carson Group, one of the fastest-growing financial technology and services firms in the country, today announced that it has received a strategic investment from Bain Capital, valuing the business over $1 billion. The investment, along with a commitment to provide additional growth capital, will help the Company support its continued growth, technology development, and expansion by acquisition. …

The capital gains tax conversation is heating up as President Biden has proposed a steep increase to fund his American Families Plan. The tax hike, from 20% to 39.6%, would affect families who make more than $1 million – and financial advisors who want to sell their business. Carson’s Jamie Hopkins, a policy pro and …

Although they make up more than half the population, currently fewer than 20 percent of financial advisors are women. In order to help rectify that imbalance and understand how to increase the number of successful female advisors, Carson Group, one of the fastest growing financial services firms in the country, partnered with Hidden Insights Group …

Learn how your firm’s valuation could fluctuate under the proposed increased capital gains tax rate. To fund his American Families Plan, President Joe Biden has proposed an increase in the capital gains tax that extends its reach to advisors in the market to sell. A proposed hike from 20% to 39.6% would start in 2022, …

Carson Group, one of the fastest growing financial services firms in the country, announces the addition to its executive team of Mary Kate Gulick as Chief Marketing Officer. She brings to Carson more than 20 years of marketing experience, including leadership roles at TD Ameritrade Institutional, IBM and multiple award-winning advertising agencies with a focus on financial …

You can see it coming. It’s not even really on the horizon; it’s here. We have to create and support a new work environment – a new normal. Some of you are already experiencing conflict with team members over the idea of coming back to the office, part time or full time. Team members have …

You’re motivated, you have the industry knowledge, and you know what it means to put clients first. As a result, you’ve grown your firm and you’re eager to reach the next level. But the time and resources it takes to get there? A stumbling block. You wonder, what is it really like to tap into …