Insights News

This article originally appeared on ThinkAdvisor.com Carson Group is on track for a record year of growth and profitability, according to CEO Burt White. He attributes that to internal and external factors that are set to accelerate the firm’s growth even more in the years ahead. It’s been about five months since White took over …

Carson Group announced that Shane Hall Financial has joined its advisory network of more than 150 partner firms. This strategic partnership will enhance the firm’s service offerings and support growth in an evolving financial advisory landscape. Shane Hall Financial, based in Amarillo, Texas, specializes in retirement income planning and comprehensive financial planning services. Led by …

Carson Group released its 2024 Midyear Outlook, “Eyes on the Prize.” The investments research team forecasts an economy that continues to see a solid rate of expansion as a result of strong jobs growth and robust consumer balance sheets. As the research shows, investors are still well-positioned to take advantage of a young bull market …

Partnership Helps Firm Address Increased Demand for Personalized Wealth Management Carson Group announced that Three Sixty Wealth has joined the firm’s growing partner network. A strategic move designed to elevate the client experience and expand the range of services offered to Three Sixty Wealth’s valued clients. The six-person team led by Founder and CEO, Jim …

Carson Group announced today that Dan Reese, CFP®, of Avery Wealth, Inc., an independent wealth management firm based in Jackson, Mich. has joined Carson Group’s expanding network of partner firms. This partnership marks a significant milestone for Avery Wealth, enhancing its ability to deliver unparalleled service and innovative solutions to clients. “We are thrilled to …

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 …