Articles authored by Carson Group

Omaha, Neb. – Sept. 30, 2025 – Carson Group, a leading wealth advisory firm with more than $48 billion* in assets under management (AUM), today announced a new partnership with Shilanski & Associates, a comprehensive financial planning firm headquartered in Anchorage, Alaska. Shilanski & Associates, which manages approximately $436 million in assets, will retain its …

If you are a female financial advisor who is not leveraging technology to help build your clientele, you might want to rethink your strategies. Carson’s 2025 State of Women in Wealth Management report reveals an overwhelming 89% of female wealth managers acknowledge technology played a significant role in their success—both in the office and at …

As one of the fastest-growing demographics in the U.S., Hispanic Americans continue to play a larger role in the U.S. economy each year. They’re enjoying more purchasing power and are on track to accumulate a staggering $113 trillion in wealth by 2050. What’s more, while Hispanic Americans make up 20 percent of the population, less …

Omaha, Neb. – Sept. 22, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Senior Wealth Advisors Greg Diamond, CPA, and Neil Cohen, CPA, of GCD Advisors have moved to Carson Wealth, joining the firm’s Great Lakes-area office led by Mark McCallum, CFP®, MBA, Managing …

Omaha, Neb. – Sept. 18, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM. Wells and …

By Michael Barczak, CFA®, VP, Retirement Plans – Investments The August 7th Executive Order (EO) opened the door for alternative asset classes — private equity, private debt, hedge funds, crypto, etc. — to be considered as options in 401(k) investment lineups. Much of the conversation since has centered on can these asset classes be added, …

Omaha, Neb. – Sept. 4, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced the addition of four experienced leaders to its growing team, reinforcing the firm’s commitment to delivering top-tier talent and resources to its advisors and clients nationwide. The hires bolster Carson’s bench across …

Omaha, Neb. – Aug. 11, 2025 – Carson Group, a leading wealth advisory firm with over $45 billion* in assets under management (AUM), is expanding its offerings for advisors with the launch of Private Client Services, a suite of white-glove solutions designed to help Carson advisors serve and retain high-net-worth (HNW) clients. The expansion reflects …

Omaha, Neb. – Aug. 4, 2025 – Carson Group, a leading wealth advisory firm with over $45 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Doylestown, Pa. This strategic move marks Carson’s 30th wholly owned office nationwide and reflects the firm’s continued investment in deepening its presence …

Omaha, Neb. – July 23, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced today the appointment of Cara Williams to its Board of Directors. Drawing on her deep experience in wealth management, Williams will serve as an advisor to the Carson management team, helping to drive …