Insights News

Omaha, Neb. – June 12, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), has been recognized as a recipient of the 2025 Business Excellence Award in the area of civic engagement by the Greater Omaha Chamber of Commerce. This prestigious award honors Carson’s unwavering commitment to …

Omaha, Neb. – June 10, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Wambolt & Associates, a wealth advisory firm based in Littleton, Colo. Led by Founder and Managing Partner/ Wealth Advisor Greg Wambolt, the team manages approximately $570 million …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

March is Women’s History Month, and we’re celebrating with a special livestream edition of Facts vs Feelings! Hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, will discuss markets, taxes, investing, the economy, and more with some of the best and brightest women leaders in the world of finance. Ryan and …

(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 …