News
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
Carson Group Named One of the Midwest’s Fastest Growing Private Companies
Carson Group was ranked No. 190 on Inc. magazine’s annual Inc. 5000 Regionals: Midwest list. Recognized for the second year in a row, the Inc. 5000 is one of the most prestigious rankings of the fastest-growing Midwest private companies, based in Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, North Dakota, Nebraska, Ohio, South Dakota, and …
Graham Archer
March 6, 2023
Financial Planning for a Life on Purpose: Jamie Hopkins & Ron Carson Release New Book
Ron Carson, founder & CEO of Carson Group, and Jamie Hopkins, managing partner of wealth solutions, will release their latest book, “Find your Freedom: Financial Planning for a Life on Purpose” on November 22.
Carson Group
November 21, 2022
Women in Wealth Management Award Finalists Announced
Industry leaders Carson Group, Fidelity Institutional®, Financial Independence Group and Mariner Wealth Advisors announced the finalists for the first-ever Excell REPRESENT Women in Wealth Management Awards.
Carson Group
October 27, 2022
Unprecedented Collaboration Launched to Take on the Underrepresentation of Women in Financial Advice
Women make up more than half of the U.S. population, but only 20% of financial advisors. The underrepresentation of women in wealth management has plagued the industry for decades, and while there’s been a lot of talk, little has changed.
Carson Group
October 20, 2022
Carson Group Recognized on the 2022 Inc. 5000 List For the 5th Time
Carson Group, announced that it has once again been recognized on annual Inc. 5000 list, one of the most prestigious rankings of the fastest-growing private companies in America. The list represents a one-of-a-kind look some of the most successful companies within the economy’s most dynamic segment – independent businesses.
Carson Group
August 16, 2022
Ryan Detrick Joins Carson Group as Chief Market Strategist
Carson Group, one of the fastest-growing financial services firms in the country, announced that Ryan Detrick has joined the firm as Chief Market Strategist.
Carson Group
July 25, 2022
Carson Group Adds $200 Million Pennsylvania Firm to Partner Network
Carson Group successfully transitioned Diamond Wealth Advisors to its growing network of partners. The Carlisle, Pennsylvania-based financial planning and wealth management firm was the most recent to join Carson Partners, a nationwide network of 130 growth-minded firms across the U.S. founded in 2012 by Ron Carson.
Carson Group
June 15, 2022