Liz Fishbaugh Joins Carson Group as VP, Strategic Growth
Carson Group, one of the fastest growing financial services firms in the country, has added Omaha native Liz Fishbaugh to its leadership team as Vice President, Strategic Growth. Working with Carson’s M&A and partnership development teams on furthering the firm’s growth, she reports directly to Carson President, Aaron Schaben. “Liz understands advisors and what they need to unleash their full potential,” …
Carson Group and Envestnet | MoneyGuide Join Forces to Empower Advisors to Deliver Trusted Financial Advice
Carson Group, one of the fastest growing financial services firms in the country, announced its integration with Envestnet | MoneyGuide. Foundational-Focused Tools Can Benefit Advisors and Clients Carson Group’s partner advisors now have full access to MoneyGuide’s product suite, including the MyBlocks offering, from within their existing Salesforce and Client Portal experience. MyBlocks is a …
Carson Group Welcomes Gregg H. Johnson as National Sales Director
Carson Group, one of the fastest growing financial services firms in the country, announced the newest addition to its leadership team, Gregg H. Johnson as National Sales Director. He brings 15 years of industry executive experience and will lead Carson’s business development strategy and regional sales teams as they continue to build a robust pipeline of growth …
Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage their clients’ retirement plans. The technology ensures all investment decisions fit into their clients’ holistic financial plans by allowing advisors to manage and …
Integrated Wealth Management Joins Carson Partners to Enhance Client Experience
Integrated Wealth Management (IWM), an independent registered investment advisor (RIA) based in Scottsdale, Arizona led by Brent S. Pine, Managing Director, Partner & Wealth Advisor, has chosen to join Carson Partners. Using their more than 60 years of combined investment experience to help clients pursue their financial goals, the ten-person team oversees $370 million in assets, including $310 million managed on a …
RFC Financial Planners Joins Carson Partners
RFC Financial Planners, a full-service financial planning and wealth management firm based in Ann Arbor, Mich. has announced it’s joining of Carson Partners, a partnership community of professional advisory firms dedicated to making the complex simple for investors across the United States. The 11-person RFC Financial Planners team, led by Michigan natives Michael Rautiola, CERTIFIED FINANCIAL PLANNER™, and Adam Finch, CERTIFIED FINANCIAL …
Digital Marketing Pro Samantha Allen Joins Carson Group as VP, Digital Marketing
Carson Group, one of the fastest growing financial services firms in the country, announces the further expansion of its marketing team with the addition of Samantha Allen as Vice President of Digital Marketing, a newly created position. She comes to Carson with more than a decade of experience in digital marketing and social media. Prior to joining …
Carson Partners Welcomes Dynamic Legacy Planning
Omaha, NE – July 28, 2021 – Dynamic Legacy Planning, a full-service wealth management firm based in Greenfield, Indiana has chosen Carson Partners as the best platform to serve their clients. The five-person team led by CEO and Senior Wealth Advisor, Jason White, CPWA®, JD, AAMA®, has $55 million in assets under management. “Jason White …
Carson Group Welcomes Ana Trujillo Limón as Director, Coaching and Advisor Content
Carson Group, one of the fastest growing financial services firms in the country, announces that Ana Trujillo Limón has joined the firm as Director, Coaching and Advisor Content. A communications professional with more than 15 years of media experience as a reporter and editor, she was most recently editor-in-chief, FPA Publications with the Financial Planning …
Carson Group, Financial Technology & Services Leader, Selects Bain Capital as Strategic Partner
Carson Group, one of the fastest-growing financial technology and services firms in the country, today announced that it has received a strategic investment from Bain Capital, valuing the business over $1 billion. The investment, along with a commitment to provide additional growth capital, will help the Company support its continued growth, technology development, and expansion by acquisition. …
Female Advisor Growth Study Reveals Stark Differences in Leadership Styles, Growth Drivers and Sales Training
Although they make up more than half the population, currently fewer than 20 percent of financial advisors are women. In order to help rectify that imbalance and understand how to increase the number of successful female advisors, Carson Group, one of the fastest growing financial services firms in the country, partnered with Hidden Insights Group …