News
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
Carson Group’s 2023 Excell Conference: Fueling Financial Advisor Growth
Growth-minded financial advisors looking to unlock their true potential are set to descend on Nashville’s Music City Center this fall for one of the industry’s premier conferences, Excell 2023. This year’s lineup of speakers features inspiring sessions from serial entrepreneur and CEO of XPRIZE Foundation, Anousheh Ansari, Becoming Superhuman founders Dr. Sahar Yousef and Lucas …
Megan Belt
August 12, 2023
Nominations Are Now Open for the 2nd Annual Women in Wealth Management Awards
Nominate a deserving woman in one of seven categories; finalists announced Sept.14 The second annual Women in Wealth Management Awards program is now open and accepting nominations. The awards, which will be held in conjunction with this year’s Excell REPRESENT, are designed to highlight, celebrate and honor the women (and men!) in the wealth …
Megan Belt
June 28, 2023
Carson Group Adds $5B Northwest Capital Management in Largest Deal to Date
Strategic decision solidifies Carson’s move into retirement plan services and expands wealth management footprint in the Northwest Carson Group announced an equity partnership with Northwest Capital Management (NWCM), a retirement and investment advisory firm that specializes in wealth management services for individuals and retirement plan services for plan sponsors and their participants. The team …
Megan Belt
June 21, 2023
Carson Group Named InvestmentNews’ DEI Award Recipient for 2023
Carson Group has been named one of three corporate Diversity Champions for 2023 in the annual InvestmentNews’ Diversity, Equity and Inclusion (DEI) Awards. InvestmentNews’ DEI Awards recognizes financial services firms that demonstrate a strong commitment to diversity, equity and inclusion in their workplace and a commitment to creating an inclusive workplace culture that provides resources …
Megan Belt
June 5, 2023
Carson Group Hires Jen Abboud-Smith to Head Firm’s Customer Acquisition Strategy
Firm’s Innovative Lead Generation Program Yields Impressive Results in First Year Carson Group announced that Jen Abboud-Smith has joined the firm as senior vice president of client acquisition. In this role, she will be responsible for driving Carson Group’s lead generation and consumer marketing efforts. A major initiative that came from Carson Group’s 2021 …
Megan Belt
May 4, 2023