Articles authored by Carson Group
The Hidden Value Drivers: What Helps Move the Needle
One Carson partner once wrote seven numbers on a single sheet of paper: organic growth rate, client retention, average client age, revenue mix, EBITDA margins, team depth, and household size. Below each, he listed targets for one year, five years, and ten years. He kept that sheet visible on his desk. Every strategic decision came …
Carson Group Deepens Investment in Next Generation of Advisors with New Council, Career Path
Omaha, Neb. – Jan. 15, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced the launch of its inaugural NextGen Advisor Council and the rollout of a new Carson Wealth career pathing program, marking the next phase of the firm’s long-term commitment to developing and retaining …
Market Outlook: Carson Group Sees Bull Market Continuing in 2026
Omaha, Neb. – Jan. 8, 2026 – Carson Group, a leading wealth advisory firm with over $54 billion* in assets under management (AUM), today unveiled its highly anticipated Market Outlook 2026, “Riding the Wave,” forecasting continued economic expansion and robust market performance driven by fiscal stimulus, monetary easing and a historic surge in artificial intelligence (AI) investment. …
Carson Wealth in Minneapolis Expands Partnership, Becomes Carson’s 1st Acquisition of 2026
Omaha, Neb. – Jan. 6, 2026 – Carson Group, a leading wealth advisory firm with over $53 billion* in assets under management (AUM), announced today that it has fully acquired the Carson Wealth location in Minneapolis, Minn. Led by Managing Partner and Wealth Advisor Jeremy Willner, the firm serves approximately $395 million in advisory and brokerage assets. …
Charts of the Week: Dec. 15 – 19
Charts of the Week: Dec. 15 – 19 Thanks for reading this week’s Charts of the Week! We’ll continue to highlight key charts and themes shaping markets. Be sure to check back every Monday for the latest update!
Active Manager Outlook – 2026
By Michael Barczak, CFA®, VP, Investment Due Diligence Carson Investment Research’s 2026 Market Outlook is almost here, and in the meantime the Investment Research Team wanted to look at how active managers have performed in 2025, what may be the causes were of any trends we noticed, and what our views for 2026 suggest about …
Charts of the Week: Dec. 8 – 12
Charts of the Week: Dec. 8 – 12 Thanks for reading this week’s Charts of the Week! We’ll continue to highlight key charts and themes shaping markets. Be sure to check back every Monday for the latest update!
Charts Of The Week: December 8, 2025
Charts Of The Week: December 8, 2025
Carson Group Adds $1.45 Billion Total Wealth Planning Team to Growing Roster of Advisors
Omaha, Neb. – Nov. 18, 2025 – Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), today announced a new strategic partnership with Total Wealth Planning, an Ohio-based wealth planning firm that serves approximately $1.45 billion in AUM. The 19 person firm will rebrand as Carson Wealth, becoming the firm’s …
Carson Group Launches Inaugural Mentorship Program to Strengthen the Next Generation of Advisors
Omaha, Neb. – Nov. 12, 2025 – Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), today announced the launch of the Carson Wealth Advisor Mentorship Program, a new initiative designed to strengthen connection, accelerate professional development and empower advisors to grow and lead within the Carson community. The program …