Articles authored by Megan Belt

Carson Group a leading wealth management and financial services firm, announced its second-largest deal to date with the addition of Sweet Financial Partners, a $1 billion AUA firm based in Fairmont, Minnesota. This strategic move marks a significant milestone in Carson’s growth trajectory and reinforces its position as a premier wealth management organization. Sweet Financial …

Barry Gilbert, portfolio manager with the Carson Group, sat down with WealthManagement.com to talk about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle. Carson Group, an Omaha, Neb.-based RIA with a total AUM of $37 billion, has been around for almost 40 …

This article originally appeared on ThinkAdvisor.com Carson Group is on track for a record year of growth and profitability, according to CEO Burt White. He attributes that to internal and external factors that are set to accelerate the firm’s growth even more in the years ahead. It’s been about five months since White took over …

Carson Group announced that Shane Hall Financial has joined its advisory network of more than 150 partner firms. This strategic partnership will enhance the firm’s service offerings and support growth in an evolving financial advisory landscape. Shane Hall Financial, based in Amarillo, Texas, specializes in retirement income planning and comprehensive financial planning services. Led by …

Carson Group released its 2024 Midyear Outlook, “Eyes on the Prize.” The investments research team forecasts an economy that continues to see a solid rate of expansion as a result of strong jobs growth and robust consumer balance sheets. As the research shows, investors are still well-positioned to take advantage of a young bull market …

Partnership Helps Firm Address Increased Demand for Personalized Wealth Management Carson Group announced that Three Sixty Wealth has joined the firm’s growing partner network. A strategic move designed to elevate the client experience and expand the range of services offered to Three Sixty Wealth’s valued clients. The six-person team led by Founder and CEO, Jim …

Carson Group announced today that Dan Reese, CFP®, of Avery Wealth, Inc., an independent wealth management firm based in Jackson, Mich. has joined Carson Group’s expanding network of partner firms. This partnership marks a significant milestone for Avery Wealth, enhancing its ability to deliver unparalleled service and innovative solutions to clients. “We are thrilled to …

Carson Group, one of the fastest-growing financial services firms in the U.S., today announced that Daniel Applegarth has joined the company as Chief Financial Officer. In addition, Eric Vrba has joined the firm as Controller. Applegarth comes to Carson after an 18-year tenure at Orion Advisor Solutions, where he oversaw financial operations across the firm’s …

Carson Group announced that seven of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. The following advisors were recognized on this year’s list: #12 Jason …

Carson Group, one of the fastest-growing financial services firms with over $35.5 billion in client assets, announced today that Dani Fava has stepped into the newly vacated role of Chief Strategy Officer and Heather Randolph Carter will join the firm as Chief Marketing Officer. As members of Carson’s executive leadership team, they will play a …