News
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
Carson Group Welcomes Daniel Applegarth as New Chief Financial Officer
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 …
Megan Belt
April 23, 2024
Congratulations to Our 2024 Forbes Best-in-State Wealth Advisors
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 …
Megan Belt
April 17, 2024
Industry Leaders Dani Fava and Heather Randolph Carter Join Carson Group’s Executive Team
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 …
Megan Belt
April 11, 2024
Founder Ron Carson Announces New Role as Chairman; Appoints Burt White as Carson Group’s Next CEO
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 …
Megan Belt
April 9, 2024
Carson Group Ranks No. 169 on Inc. Magazine’s List of the Midwest Region’s Fastest-Growing Private Companies
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 …
Megan Belt
February 27, 2024