Insights News

Omaha, Nebraska – October 7, 2020 – Mitlin Financial, Inc. a comprehensive financial planning and asset management firm with $58 million in client assets under management is the latest enterprise to join the Carson Partners network. Located in Hauppauge, New York, Mitlin Financial will benefit from access to Carson’s multitude of resources, which include a robust infrastructure …

Firm raises capital with a lending partner, with the potential to tap much more  Omaha, Nebraska – October 5, 2020 – Carson Group, one of the fastest-growing financial services firms in the country, announced today that is has undertaken a capital raise to ramp up the number of minority investments it’s making in advisory firms joining its …

Omaha, Nebraska – August 27, 2020 – Financial Management, Inc. (FMI), a wealth management firm headquartered in Yakima, Washington, with over $100 million in client assets under management, is the latest firm to join Carson Partners. The firm’s Founder and Senior Wealth Advisor, Clark L. Permann, CFP,® is a wealth management professional with over 28 years of …

HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advantage in the Denver Metropolitan Area. Led by President and Wealth Advisor Benjamin Bender, who …

Ring the bell for the latest round of consumer financial protections. Progress for consumer financial protections might not be over, but they are clearly knocked down heading into the second half of 2020. In the last week: – The Labor Department announced a new rule proposal that would weaken the fiduciary standard of care for …

New research and analysis from Carson Group Coaching  shows a huge divide between what clients want from financial advisors and what financial advisors are delivering. What clients named as most valuable isn’t shocking. Clients want fee transparency, a clear standard of care, financial planning, numerous interactions throughout the year and a willingness to educate from their …

From personal protective equipment to bogus cures and vaccines, coronavirus-related scams are spreading faster than the virus itself. According to multiple government agencies and watchdogs, scams and cyberattacks have spiked during the coronavirus pandemic. In April, the FBI’s Internet Crime Complaint Center reported thousands of complaints about coronavirus-related scams, and the IRS warned of scams targeting coronavirus relief …

Omaha, Nebraska – July 29, 2020 – Gold Family Wealth, a proactive wealth management and financial planning firm managing $77.5 million in client assets and based In Westport, Connecticut, has joined Carson Partners to access the added resources, personnel, infrastructure and technology that will help the firm achieve its next phase of its long-term growth strategies. …

Between the SECURE Act’s passage at the end of 2019 and the CARES Act’s passage amid the coronavirus pandemic in 2020, Americans might be struggling to keep all of the changes to retirement and tax laws straight. When it comes to retirement planning there have been a number of changes to how you can access …

I recently came across this poster, “7 Rules of Life,” while browsing online. It struck a chord with me so I posted it on Twitter, noting that this is how I try to live my life. Later, it occurred to me that these same themes also have broad application when it comes to wealth planning—especially now, …

Omaha, Nebraska – July 23, 2020 – Butterworth Financial Group, a Tulsa-based wealth management and financial planning firm managing $55 million in client assets, has joined Carson Partners with the goal of accelerating the firm’s growth by utilizing the technology and range of investment strategies supported by a diligent team of researchers that Carson has to offer. …