News
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
Carson Group Tops $20 Billion in Assets
Attributes achievements to the growth of partner firms and the ability to help advisors deliver personalized service to more than 40,000 families Omaha, Neb. – February 7, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, begins the new year by hitting a major milestone as it surpasses $20 billion in assets …
Carson Group
February 7, 2022
Retirement & Advisor Thought Leader Jamie Hopkins Joins NAIFA Board of Directors
OMAHA, Neb., February 4, 2022 – The National Association of Insurance and Financial Advisors (NAIFA) today announced that retirement expert, Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, will join the NAIFA board effective immediately. Hopkins, who is managing partner of wealth solutions at Carson Group, one of the fastest-growing financial technology and services …
Carson Group
February 4, 2022