Articles authored by Carson Group
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 …
Carson Group Partners with Advisor James Fetters to Launch Blueprint Wealth Management
Omaha, Neb. – Nov. 5, 2025 – Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), announced today that wealth advisor James Fetters, CFP®, has joined the firm to launch his new independent practice, Blueprint Wealth Management. Based in Santa Monica, Calif., Fetters joins Carson Group from Northwestern Mutual, where …
Q3 2025 Market Commentary Blog
By Michael Barczak, CFA Bulls On Parade If the story of 2025 heading into the third quarter was one of “uncharted waters,” then Q3 held up its end of the bargain by flipping the script on history. Historically, the third quarter tends to be the weakest period for equities as investors contend with summer slowdowns …
Carson Group Surpasses $50 Billion in Assets Under Management as Growth Accelerates Across Business
Omaha, Neb. – Oct.9, 2025 – Carson Group, a leading wealth advisory firm based in Omaha, Neb., announced today that it has surpassed $50 billion in assets under management (AUM)*. This milestone comes as the company continues its third year of accelerated growth, fueled by transactions, advisor recruitment and technology innovation. It represents a $15 billion increase …
Carson Group Builds on Long-Standing Partnership with Expanded Investment in Pittsburgh
Omaha, Neb. – Oct.6, 2025 – Carson Group, a leading wealth advisory firm with over $49 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Pittsburgh, Pa. Led by Managing Partner and Wealth Advisor Neal McGrath, AIF®, CRPC®, AAMS®, the office serves approximately $358 million in AUM. McGrath’s …
Top Women Financial Advisors Reveal 5 Career-Changing Lessons
Have you spent years working in a restrictive environment where you felt stymied? You paid your dues—waiting to go independent. You may have felt like you were on an island, trying to do everything alone. The truth is, there are many women financial advisors who can commiserate with you. Carson’s new 2025 State of Women …