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 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 …
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 …