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Anthony Zhang: Turning Challenge into Opportunity
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, …
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Marketing
The Advisor’s Guide to SEO: How to Get Your Firm to Climb Higher in Google Rankings
Right when we receive word that a new partner is joining Carson, we get to work. (OK, maybe we take five minutes to celebrate and congratulate our new partner …
Business Management
The Future of Financial Planning Hinges on Adapting to Change
“Evolve or die,” is the blunt way British actor Craig Charles put it. The world is moving on, and the financial advisor profession is no exception to these tectonic …
Technology
What I Learned About Investments: It’s About Making the Complex Simple
Tanner Butler is part of a six-month rotational internship with Carson. The internship was established through a partnership with Carson and the Heider College of Business at Creighton University, …
Business Management
Platforms vs. Ecosystems: The Difference Between a Solid Digital Client Experience and a So-So One
At first mention, the difference between a platform and ecosystem isn’t obvious. But at Carson, saying the former will result in you forking over a $5 bill. But the …
Marketing
Why Modern Advisors Need to Know What APIs Are and How to Choose the Right One
Application programming interfaces (APIs) are no longer the gold standard in fintech. It’s not enough to simply use an API or build your own. You have to use the …
Compliance
If Your Firm’s Website Isn’t GDPR Compliant, It Could Really Cost You
The General Data Protection Regulation is a relatively new set of laws governing consumer data protection that went into effect in the European Union on May 25, 2018. Basically, …
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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