Articles authored by Tori Renwick

Facts vs. Feelings Livestream – Talks Tariffs

Watch the Investment Research Team’s timely livestream as they break down President Trump’s weekend announcement of significant tariffs on Canada, Mexico, and China, set to be implemented on February 4th. Amid uncertainty over whether these measures will be enforced and how the affected countries might retaliate, Carson’s Chief Market Strategist Ryan Detrick and VP, Global …

Carson Group Strengthens Partner Network with Addition of Roseville Duo

Starting 2025 strong after a record breaking 2024 as one of the industry’s most acquisitive strategic buyers (Omaha, Neb – January 28, 2025) – Carson Group, a leading wealth advisory firm with more than $40 billion in assets under management, today announced a partnership with Jerod Wurm, CFP® Managing Partner, Wealth Advisor and Casey Frye, …

Carson Group Acquires Carson Wealth Chicago

A rapidly growing firm with more than $1 billion assets under management Omaha, Neb ( January 21, 2025) Carson Group, a leading wealth advisory firm with more than $40 billion in assets under management, today announced that its Carson Wealth Chicago location will transition to being wholly owned by Carson Group. The latest strategic partnership …

Carson Group Brings on California-Based Advisors Kiho Choi and John Dunphy

Firm to rebrand as Twin Pines Wealth Management and join Carson Group as a direct partner Omaha, Neb ( January 16, 2025) Carson Group, a leading wealth advisory firm with more than  $40 billion in assets under management, today announced California-based advisors Kiho Choi and John Dunphy will join the platform and rebrand as Twin …

Carson Group Expects Bull Market to Continue as Policy Tailwinds Support Growth

The Carson Group Investment Research team forecasts a strong US economy on the back of a solid consumer and improving economic sentiment Omaha, Neb. (January 14, 2025) – Carson Group sees potential monetary and fiscal policy opportunities that could provide a steady tailwind for markets and the economy in 2025. At the same time, as …

Carson Announces Industry Leading Tax Strategy Program for Advisors: Industry Tax Expert Debbie Taylor to Spearhead Offering

Omaha, Neb. (January 13, 2025) – Carson Group announced Carson Tax Strategy, a major investment in the deepening of its tax planning services and announced a strategic partnership with Taylor Financial Group. This acquisition marked the firm’s 10th deal of 2024 and is a critical progression in Carson’s mission to empower advisors and deliver unparalleled …

Carson Reinforces Commitment to Advisors via Expanded Partnership in Cedar Rapids, Iowa

Omaha, Neb – January 6, 2025 – Carson Group, a leading wealth advisory firm with $38 billion in assets under management, today announced an expanded partnership with Carson Wealth Cedar Rapids, by fully acquiring the firm, including their Las Vegas office. The strategic partnership will expand the firm’s longstanding relationship with Carson and allow the …

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