News
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 …
Tori Renwick
January 16, 2025
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 …
Tori Renwick
January 14, 2025
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 …
Tori Renwick
January 13, 2025
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 …
Tori Renwick
January 7, 2025
MAG Wealth Management Acquires Ovation Wealth Advisors, Rebrands as Carson Wealth
MAG Wealth Management announced its acquisition of Ovation Wealth Advisors and its subsequent rebranding to Carson Wealth. The strategic partnership, which includes Carson Group taking a 30% equity stake, exemplifies a new model for advisor growth and succession planning in the industry. The newly formed Carson Wealth location will oversee $350 million in assets under management …
Megan Belt
November 20, 2024
Carson Announces Deal with Sweet Financial
Carson Group a leading wealth management and financial services firm, announced its second-largest deal to date with the addition of Sweet Financial Partners, a $1 billion AUA firm based in Fairmont, Minnesota. This strategic move marks a significant milestone in Carson’s growth trajectory and reinforces its position as a premier wealth management organization. Sweet Financial …
Megan Belt
October 15, 2024
Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year
Barry Gilbert, portfolio manager with the Carson Group, sat down with WealthManagement.com to talk about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle. Carson Group, an Omaha, Neb.-based RIA with a total AUM of $37 billion, has been around for almost 40 …
Megan Belt
September 5, 2024
ThinkAdvisor – Sky Is the Limit for Ambitious RIAs: Burt White
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 …
Megan Belt
September 4, 2024
Shane Hall Financial Teams Up with Carson Group to Drive Growth
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 …
Megan Belt
August 6, 2024
Carson Group Projects Solid Economic Expansion and Low Recession Risk for Remainder of 2024
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 …
Megan Belt
July 9, 2024
Three Sixty Wealth Joins Carson Group’s Growing Partner Network
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 …
Megan Belt
June 24, 2024
Carson Group Adds Avery Wealth as Newest Partner Firm
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 …
Megan Belt
June 18, 2024