Articles authored by Carson Group

Omaha, Neb. – July 17, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced a partnership with Crescent Financial, a wealth management business in Seneca, S.C., serving approximately $200 million AUM. The team is led by President Jan Fredman and Managing Partner Lori Kelley. …

Omaha, Neb. – July 10, 2025 –Carson Group forecasts continued stock gains and improved sentiment in the second half of 2025, despite policy uncertainty. The company notes in its Midyear Market Outlook ’25: “Uncharted Waters,” that the hard data does not point to a recession and moderation on tariffs and deficit-financed tax relief may create …

Omaha, Neb. – July 9, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Aveo Capital, a wealth advisory firm based in Englewood, Colo. The firm manages approximately $608 million in assets and will rebrand as a Carson Wealth location. Managing …

Omaha, Neb. – July 1, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced that it will acquire Jacob William Advisory in Cockeysville, Md., led by founding partners and wealth advisors Mark Ring and Dan Morrison, CFP®, ChFC®, CASL®. The team manages approximately $300 million in …

Omaha, Neb. – June 23, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced that it will acquire its Carson Wealth location in Salt Lake City, Utah. A Carson Partner firm since 2017 and Carson Wealth office since 2022, the practice is led by Duane Toney, …

Omaha, Neb. – June 12, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), has been recognized as a recipient of the 2025 Business Excellence Award in the area of civic engagement by the Greater Omaha Chamber of Commerce. This prestigious award honors Carson’s unwavering commitment to …

In the latest Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, unpack the political feud between Donald Trump and Elon Musk — and what it signals for markets, sentiment, and investor behavior. But this episode covers more than just political drama: Ryan and Sonu break down what recent data …

Omaha, Neb. – June 10, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Wambolt & Associates, a wealth advisory firm based in Littleton, Colo. Led by Founder and Managing Partner/ Wealth Advisor Greg Wambolt, the team manages approximately $570 million …

By Carson Group, in collaboration with Laura LaTourette, CFP®, Managing Partner, Senior Wealth Advisor, Family Wealth Management Group The LGBTQ+ community in the U.S. represents a significant and growing economic force, with an estimated $1.4 trillion in annual purchasing power – making it one of the most financially influential demographics in the country. Yet despite …

Omaha, Neb. – May 28, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced it has fully acquired Carson Partner firm SRQ Wealth. The Sarasota, Fla.,-based business manages $365 million in assets and became a Carson Partner in 2019. It will continue to be …