News
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
Carson Group Hires Burt White as Managing Partner, Chief Strategy Officer
White will join Carson’s executive leadership team and fill a seat on Carson’s Board Omaha, NE, April 5, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, has hired Burt White as Managing Partner and Chief Strategy Officer. White will join Carson’s Executive Board, helping steer the company’s strategic focus …
Carson Group
April 5, 2022
Carson Group Recognized on Inc. Magazine’s List of the Midwest Region’s Fastest-Growing Private Companies
Inc. magazine announced that Carson Group is No. 118 on its third annual Inc. 5000 Regionals Midwest list, the most prestigious ranking of the fastest-growing private companies based in Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, North Dakota, Nebraska, Ohio, South Dakota, and Wisconsin. Born of the annual Inc. 5000 franchise, this regional list represents …
Carson Group
March 16, 2022
Carson Coaching Named FPA’s Official Coaching Partner
First-of-its-kind partnership aims to help financial planners grow their practices faster and run them more successfully. DENVER (March 8, 2022) – Today, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planner™ professionals, announced a strategic partnership that makes Carson Coaching its official coaching partner.
Carson Group
March 8, 2022
Abby Wambach, Lauren Simmons and Tucker Bryant to headline the 2022 Excell Conference
37th edition of the conference is expected to draw more than 1,500 attendees Omaha, Neb. – March 7, 2022 – Recognized as one of the best conferences for financial advisors1, Excell 2022 announced this year’s stellar lineup of speakers that includes soccer legend Abby Wambach, the Wolfette of Wall Street Lauren Simmons, former Google storyteller Tucker …
Carson Group
March 7, 2022
Carson Group Appoints First-Ever Chief Technology Officer Nimesh Patel
Tech expert brings an extensive background in scaling innovation, product development and growth strategy to his role Omaha, Neb., February 16, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, has hired Nimesh Patel to fill the newly created role of Chief Technology Officer (CTO). A technology veteran with more than …
Carson Group
February 16, 2022