Articles authored by Megan Belt

Carson Group, one of the fastest-growing financial services firms in the U.S., today announced that Daniel Applegarth has joined the company as Chief Financial Officer. In addition, Eric Vrba has joined the firm as Controller. Applegarth comes to Carson after an 18-year tenure at Orion Advisor Solutions, where he oversaw financial operations across the firm’s …

Carson Group announced that seven of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. The following advisors were recognized on this year’s list: #12 Jason …

Carson Group, one of the fastest-growing financial services firms with over $35.5 billion in client assets, announced today that Dani Fava has stepped into the newly vacated role of Chief Strategy Officer and Heather Randolph Carter will join the firm as Chief Marketing Officer. As members of Carson’s executive leadership team, they will play a …

Carson Group, one of the fastest-growing financial services firms in the U.S., today announced that Founder and Chief Executive Officer, Ron Carson will transition to the role of Chairman and has selected Burt White to lead the firm as CEO. For more than 40 years, Ron Carson has been a prominent voice of the independent …

Carson Group ranked No. 169 on Inc. Magazine’s fourth annual Inc. 5000 Regionals: Midwest list. Recognized for the fourth year in a row, the Inc. 5000 is one of the most prestigious ranking of the fastest-growing Midwest private companies, based in Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, and …

  Oakeson Steiner Wealth & Retirement, announced that it is changing RIAs to Carson Group and joining a growing network of more than 140 advisory firms. The established retirement and investments advisory firm, headquartered in Hastings, Nebraska, brings a legacy of providing tailored financial planning services to individuals, families and businesses in the community. Led by …

Despite heightened awareness, gender diversity in wealth management remains stagnant, according to Carson Group’s 2023 State of Women in Wealth Management Report. The report, which provides insights into the challenges and opportunities women encounter in the financial services industry, builds on its inaugural study to deepen the understanding of gender diversity within the industry. “The …

The second annual Women in Wealth Management Awards proudly unveiled its list of finalists, recognizing the exceptional women in the industry who continue to inspire others while making a significant impact on their profession and communities. The winners were celebrated today at the Excell Represent conference during the Women in Wealth Awards ceremony. The winners …

Inspiring change and empowering women in the financial services industry is the mission behind Excell Represent. While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth management. The number of female CFP professionals rose to 23% in 2023, a small but notable increase from 20% in …

Carson Group, one of the fastest-growing financial services firms in the country, has hired Julie Pine as its Chief Legal Officer. Pine will report directly to Teri Shepherd, President of Carson Group, and will play a pivotal role in overseeing all legal and regulatory matters for the firm. Pine brings a wealth of legal and …