Carson Group
Carson Group Appoints First-Ever Chief Technology Officer Nimesh Patel
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 …
Carson Group
February 16, 2022
Carson Group Tops $20 Billion in Assets
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 …
Carson Group
February 7, 2022
Retirement & Advisor Thought Leader Jamie Hopkins Joins NAIFA Board of Directors
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 …
Carson Group
February 4, 2022
Q1 2022: Quarterly Market Outlook
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 …
Carson Group
January 28, 2022