Megan Belt

Carson Group’s 2023 Excell Conference: Fueling Financial Advisor Growth

Growth-minded financial advisors looking to unlock their true potential are set to descend on Nashville’s Music City Center this fall for one of the industry’s premier conferences, Excell 2023. This year’s lineup of speakers features inspiring sessions from serial entrepreneur and CEO of XPRIZE Foundation, Anousheh Ansari, Becoming Superhuman founders Dr. Sahar Yousef and Lucas …

Megan Belt

August 12, 2023

Nominations Are Now Open for the 2nd Annual Women in Wealth Management Awards

Nominate a deserving woman in one of seven categories; finalists announced Sept.14   The second annual Women in Wealth Management Awards program is now open and accepting nominations. The awards, which will be held in conjunction with this year’s Excell REPRESENT, are designed to highlight, celebrate and honor the women (and men!) in the wealth …

Megan Belt

June 28, 2023

Carson Group Adds $5B Northwest Capital Management in Largest Deal to Date

  Strategic decision solidifies Carson’s move into retirement plan services and expands wealth management footprint in the Northwest Carson Group announced an equity partnership with Northwest Capital Management (NWCM), a retirement and investment advisory firm that specializes in wealth management services for individuals and retirement plan services for plan sponsors and their participants. The team …

Megan Belt

June 21, 2023

Carson Group Named InvestmentNews’ DEI Award Recipient for 2023

Carson Group has been named one of three corporate Diversity Champions for 2023 in the annual InvestmentNews’ Diversity, Equity and Inclusion (DEI) Awards. InvestmentNews’ DEI Awards recognizes financial services firms that demonstrate a strong commitment to diversity, equity and inclusion in their workplace and a commitment to creating an inclusive workplace culture that provides resources …

Megan Belt

June 5, 2023

Carson Group Hires Jen Abboud-Smith to Head Firm’s Customer Acquisition Strategy

Firm’s Innovative Lead Generation Program Yields Impressive Results in First Year   Carson Group announced that Jen Abboud-Smith has joined the firm as senior vice president of client acquisition. In this role, she will be responsible for driving Carson Group’s lead generation and consumer marketing efforts. A major initiative that came from Carson Group’s 2021 …

Megan Belt

May 4, 2023