Articles authored by Carson Group

Businessman Jim Rohn is quoted as saying, “You are the average of the five people you spend the most time with.” Arguably, the people you spend most of your time with are your teammates – your employees, managers, partners at your firm, vendors, strategic partners, centers of influence, coaches, mentors, study groups and accountability partners. …

Excell is returning to Las Vegas for its 37th edition in 2022, but it won’t be the same Excell you’ve seen before. The financial services industry is rapidly evolving, and we want to help you evolve with it. We want you to be a part of the R/evolution. Registration for Excell is open now, and …

 Tech expert brings an extensive background in scaling innovation, product development and growth strategy to his role   Omaha, Neb., February 16, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, has hired Nimesh Patel to fill the newly created role of Chief Technology Officer (CTO). A technology veteran with more than …

Attributes achievements to the growth of partner firms and the ability to help advisors deliver personalized service to more than 40,000 families Omaha, Neb. – February 7, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, begins the new year by hitting a major milestone as it surpasses $20 billion in assets …

OMAHA, Neb., February 4, 2022 – The National Association of Insurance and Financial Advisors (NAIFA) today announced that retirement expert, Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, will join the NAIFA board effective immediately. Hopkins, who is managing partner of wealth solutions at Carson Group, one of the fastest-growing financial technology and services …

The COVID-19 pandemic has had an unprecedented impact on the economy these past two years, and that’s likely to be the case in 2022 as well. And new legislation from Congress could bring big changes to taxes and retirement plans. How will the market react to the omicron variant? How will rising inflation affect the …

It can be tough for an advisor to stand out in today’s digital world. Sure, there are more avenues than ever to raise awareness of your firm – both paid and free – but they’re as loud and overcrowded as the trading floors of 50 years ago during a buying rush.

Carson Group, one of the fastest growing financial services firms in the country, has added Omaha native Liz Fishbaugh to its leadership team as Vice President, Strategic Growth. Working with Carson’s M&A and partnership development teams on furthering the firm’s growth, she reports directly to Carson President, Aaron Schaben. “Liz understands advisors and what they need to unleash their full potential,” …

After an unprecedented year in 2020, 2021 has provided plenty of challenges of its own. As we approach the end of the year, let’s take a look over the financial landscape. How has the market reacted to the COVID-19 delta variant? How has recovery from 2020’s shutdowns affected the global economy? How do these events …

Carson Group, one of the fastest growing financial services firms in the country, announced its integration with Envestnet | MoneyGuide. Foundational-Focused Tools Can Benefit Advisors and Clients Carson Group’s partner advisors now have full access to MoneyGuide’s product suite, including the MyBlocks offering, from within their existing Salesforce and Client Portal experience. MyBlocks is a …