News
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
Oakeson Steiner Moves $1.2B Practice to Carson Group
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 …
Megan Belt
December 12, 2023
Empowering Change: Carson Group’s 2023 Report on Women in Wealth Management Reveals Industry Challenges and Opportunities
Despite heightened awareness, gender diversity in wealth management remains stagnant, according to Carson Group’s 2023 State of Women in Wealth Management Report. The report, which provides insights into the challenges and opportunities women encounter in the financial services industry, builds on its inaugural study to deepen the understanding of gender diversity within the industry. “The …
Megan Belt
November 28, 2023
Meet the 2023 Women in Wealth Management Award Winners
The second annual Women in Wealth Management Awards proudly unveiled its list of finalists, recognizing the exceptional women in the industry who continue to inspire others while making a significant impact on their profession and communities. The winners were celebrated today at the Excell Represent conference during the Women in Wealth Awards ceremony. The winners …
Megan Belt
November 16, 2023
Excell Represent 2023: Fostering Growth, Building Community and Driving Impact for Women in Wealth Management
Inspiring change and empowering women in the financial services industry is the mission behind Excell Represent. While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth management. The number of female CFP professionals rose to 23% in 2023, a small but notable increase from 20% in …
Megan Belt
October 18, 2023
Julie Pine Joins Carson Group as Chief Legal Officer
Carson Group, one of the fastest-growing financial services firms in the country, has hired Julie Pine as its Chief Legal Officer. Pine will report directly to Teri Shepherd, President of Carson Group, and will play a pivotal role in overseeing all legal and regulatory matters for the firm. Pine brings a wealth of legal and …
Megan Belt
October 3, 2023
Carson Group Adds $300M FAI Wealth Management
Carson Group announced its latest partnership with FAI Wealth Management, an established advisory firm based in Columbia, Maryland. FAI specializes in providing comprehensive financial planning and investment management services for individuals, families and businesses. The strategic partnership further underscores Carson Group’s commitment to growth and further strengthens its presence in the industry. Founded in 1987, FAI …
Megan Belt
September 28, 2023
Finalists Announced for the Women in Wealth Management Awards
The second annual Women in Wealth Management Awards finalists were announced today. The awards celebrate and honor the women (and men!) in the wealth management industry, who act as an inspiration for others and who are making a difference in the profession and their communities. Winners will be announced at the Excell Represent Women in …
Megan Belt
September 25, 2023