Articles authored by Carson Group

Omaha, Neb. – April 23, 2025 – Carson Group, a leading wealth advisory firm with nearly $41 billion* in assets under management (AUM), today announced that it will fully acquire its Carson Wealth location in Orlando, Fla. Scott Cadwell, CFP®, CPA, founded the practice in 1989 as Cadwell Wealth before joining Carson Group as a …

Omaha, Neb. – April 8, 2025 – Carson Group, a leading wealth advisory firm with nearly $41 billion in assets under management (AUM), today announced the full acquisition of Mommaerts Mahaney Financial Services. Led by founder Jon Mommaerts, CFP®, the Marquette, Mich., -based firm serves approximately $314 million AUM and will rebrand as a Carson …

Omaha, Neb. – April 2, 2025 – Carson Group, a leading wealth advisory firm with nearly $41 billion in assets under management (AUM), today announced that financial advisors Abigail Hollar, CFP®, MBA, and Drew Johnson, APMA, have joined Carson Group to launch independent firms in Little Rock, Ark., and Prairieville, La., respectively. They serve approximately …

(Omaha, Neb – March 10, 2025) – Carson Group, one of the fastest-growing wealth advisory firms with more than $41 billion in assets under management, announced today the appointment of Ramesh H. Vaswani as Chief Technology Officer (CTO). In this role, Vaswani will be responsible for developing and executing Carson Group’s technology strategy and aligning …

Feeling spooked by all the market uncertainty as we head toward the end of the year? From inflation to Fed policy to the labor market to geopolitical worries to the bull market to the election, there are a scary number of economic concerns to keep an eye on over the last couple months of 2024.  …

Artificial Intelligence (AI) is no longer just a futuristic concept; it’s a driving force behind significant advancements across industries. From healthcare to finance, automotive to retail, AI is transforming businesses’ operations, making it an attractive investment opportunity. If you want to capitalize on this revolutionary technology, here’s a beginner’s guide to investing in AI. Why …

As the second quarter earnings season draws to a close, the overall takeaway is surprisingly positive, especially given the recent increase in volatility. Despite heightened turbulence, earnings are growing at their fastest pace since 2021. Investors were rattled in late July by a perfect storm of events—a sharp 8% decline in the S&P 500, driven …

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. No matter your role at your firm or what stage you’re at in your career, Excell has something for you. And Excell wouldn’t be what it is without the support of our sponsors. Here are the sponsors for this year’s …

In recent years, Artificial Intelligence (AI) emerged as a transformative force across various industries. Its potential to drive efficiency, innovation, and economic growth is widely recognized. However, beyond these advantages, AI is also playing a crucial role in leveling the playing field for workers, particularly for women and minorities. This technology is breaking down traditional …

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …