Carson Group
Carson Group Expands Relationship with Sarasota Advisory
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 …
Carson Group
May 28, 2025
Three Essential Pillars Identified in Carson Group’s 2025 State of Women in Wealth Management Report
Omaha, Neb. – May 21, 2025 – Carson Group, a leading wealth advisory firm, has released its 2025 State of Women in Wealth Management Report, revealing critical insights into the evolving landscape for female financial advisors. Based on extensive surveys and interviews with women within and outside of Carson’s network, the report shows how accomplished female advisors …
Carson Group
May 21, 2025
Carson Group Strengthens Tech Stack with Launch of AI Assistant
Omaha, Neb. – May 15, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the launch of its new AI assistant, Steve. Developed by Carson’s forward-thinking technology team, Steve is an intelligent, conversational assistant designed to save advisors time by analyzing vast amounts of …
Carson Group
May 15, 2025
Meet Carson Group’s 2025 Women in Wealth Management Award Recipients
Omaha, Neb. – April 30, 2025 – Carson Group today announced the recipients of its 2025 Women in Wealth Management Awards, recognizing exceptional women in financial services who continue to inspire others and make a significant impact on their profession and communities. The recipients were celebrated today at the firm’s annual women’s conference, Represent, held this week …
Carson Group
April 30, 2025
Carson Group Continues Expansion with Acquisition of Carson Wealth Orlando Location
Omaha, Neb. – April 23, 2025 – Carson Group, a leading wealth advisory firm with nearly $41 billion* in assets under management (AUM), today announced that it will fully acquire its Carson Wealth location in Orlando, Fla. Scott Cadwell, CFP®, CPA, founded the practice in 1989 as Cadwell Wealth before joining Carson Group as a …
Carson Group
April 23, 2025
Carson Group Continues 2025 Growth with Acquisition of Carson Wealth Marquette Location
Omaha, Neb. – April 8, 2025 – Carson Group, a leading wealth advisory firm with nearly $41 billion in assets under management (AUM), today announced the full acquisition of Mommaerts Mahaney Financial Services. Led by founder Jon Mommaerts, CFP®, the Marquette, Mich., -based firm serves approximately $314 million AUM and will rebrand as a Carson …
Carson Group
April 8, 2025
Carson Group Welcomes New Partners in Louisiana and Arkansas
Omaha, Neb. – April 2, 2025 – Carson Group, a leading wealth advisory firm with nearly $41 billion in assets under management (AUM), today announced that financial advisors Abigail Hollar, CFP®, MBA, and Drew Johnson, APMA, have joined Carson Group to launch independent firms in Little Rock, Ark., and Prairieville, La., respectively. They serve approximately …
Carson Group
April 2, 2025
Carson Group Invests in Technology Strategy with Addition of Ramesh Vaswani as Chief Technology Officer
(Omaha, Neb – March 10, 2025) – Carson Group, one of the fastest-growing wealth advisory firms with more than $41 billion in assets under management, announced today the appointment of Ramesh H. Vaswani as Chief Technology Officer (CTO). In this role, Vaswani will be responsible for developing and executing Carson Group’s technology strategy and aligning …
Carson Group
March 10, 2025
Embracing ‘Unreasonable Hospitality’ for an Amazing Client Experience
“How are you going to top this experience” is a question Denise Sprung, Marketing Director for Mitlin Financial, frequently hears after events she organizes for clients. She once organized a day at an NHL game for an A-plus client and her family, who are all hockey fans. She also organized an event at a local …
Carson Group
February 11, 2025
The 6-Step Goal Setting Framework: Forget Realistic, Go Big in 2025
I can’t stand realistic goals. I can’t stand them because who decides what “realistic” actually is? Who is the person who comes down and tells you, “You know what’s realistic for you?” Who gets to make that decision? Most of us set “realistic” goals based on things we’ve heard from other people or what we’ve …
Carson Group
December 4, 2024