Insights

Wall Street managers have cost Americans more than $600 billion over the past decade

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Continue reading

Ronsense: Maximum Human Touch with Meaningful Technology

Last week, Ron Carson was in New York City on a panel at the In|Vest Conference. This panel discussed the future, and he commented that AI was going to be much bigger than most people think. It won’t replace the advisor – technology will make the client experience much richer – but here’s what it will do… Continue reading

Webinar: Simplify to Move the Needle With Your Marketing

July 12, 2018

Building a brand that investors inherently trust is not as easy as it once was. With more exposure to new services, more ways to educate and evaluate options, and less time to make decisions, attracting new clients has become as much of a science as it is an art.

In this webinar, Melissa Mroczek, Vice President of Advisor Marketing for Carson Group, and Joe Steuter, Vice President of Marketing Communication for Carson Group, share:

• What potential clients are looking for from their advisor and, more importantly,
• How firms can eliminate the complexity of their marketing plan
• Which three needle-moving activities to drive more conversions
• A simple marketing action plan that drives better ROI and reduces ADD (Advisor Distraction Disorder)

View webinar recording

Fox Business: Ron Carson on Oil and The Markets

Hear Ron Carson on Fox Business’ Varney & Co in New York with Stuart Varney as they discuss oil and the markets. Continue reading

Bloomberg Markets: Tesla Plans Plant in China

Bloomberg Markets with Carol Massar.

GUEST: Ron Carson CEO Carson Group Discussing the markets and investing. Continue reading

Carson Group plans to buy stake in $577m Florida RIA

The Carson Group plans to purchase a to-be-determined equity stake in Florida-based RIA Ruggie Wealth Management and has put the firm on its investment platform, the RIA roll-up said Tuesday. Continue reading

Carson Group Expects to Surpass $9 Billion AUM by End of 2018

Carson Group Partners expects to surpass $9 billion in assets under management before the end of 2018 as it onboards advisory teams overseeing an aggregate of $3.6 billion in the second half of the year. Continue reading

Carson Group Adds $613M From New Partners in Q2

Omaha-based Carson Group says it is adding about $613 million in assets based on nine partner firms that joined it during the second quarter—which should bring total assets under management to over $6 billion. Plus, it expects $3.6 billion in assets to move onto its platform over the next six months, and that would bring its AUM to $9 billion by year-end. Continue reading

Webinar: Quarterly Market Outlook – Q3 2018

July 9, 2018

Scott Kubie, Chief Investment Officer for Carson Group, and Tyler Schlumpf, Senior Portfolio Strategist, present a mid-year outlook on the markets. Scott and Tyler will share an assessment of:

• Macroeconomic trends
• Fundamental insights on the equity markets
• Risk analysis & investor sentiment
• The single most important thing that every advisor should be watching right now

View webinar recording