Carson Group was named to Barron’s List of the Top 40 RIA Firms. The largest independent advisory firms grew by over 40% last year. With M&A only increasing, that growth is unlikely to slow anytime soon.
Get in Touch
In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.
Contact UsLatest Posts
- If You’re Worried About a Rising Unemployment Rate, Rest Easy for Now
- Carson’s Home Equity 5-Part Series with Guest Craig Lemoine, CFP®, Ph.D., MRFC
- Some More Good News for Bulls
- Carson’s Home Equity 5-Part Series with Guests Steve Resch & Craig Lemoine, CFP®, Ph.D., MRFC
- Things You Don’t See in A Recession
Related Content
Empowering Change: Carson Group’s 2023 Report on Women in Wealth Management Reveals Industry Challenges and Opportunities
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 …
Meet the 2023 Women in Wealth Management Award Winners
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 …
Excell Represent 2023: Fostering Growth, Building Community and Driving Impact for Women in Wealth Management
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 …