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Business Development

2 Firms Managing $455 Million in Total Join Carson Partners

Posted on November 28, 2019
Yuma Investment Group Wealth Management, a Yuma, Ariz.-based adviser managing $350 million, and Diamond Wealth Management, which manages $105 million in Las Vegas, Nev., have joined Carson Partners. Carson …
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Investment Experience

2 Financial Principles That Show Whether Clients Are Ready to Invest

Posted on November 27, 2019
When I tell someone I work in personal financial planning, they always want specific answers to issues plaguing their own financial situation. One of the most common questions I …
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Business Development

‘Nothing Is Stopping’ Google From Entering Wealth Management

Posted on November 26, 2019
Google's newest project takes aim at traditional banking, but wealth management may not be far off. The search engine giant's entry into banking can be partly traced to the …
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Operations

A Majority of Americans Say 2020 Election Will Be About Other Issues

Posted on November 25, 2019
Only 34% of Americans say the next presidential election will be about the economy, according to a new CNBC and Acorns Invest In You survey conducted by SurveyMonkey released …
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Investment Experience

Ron Carson Talks Walmart Earnings

Posted on November 22, 2019
Matthew Boyle, Bloomberg News U.S. Retail Reporter, and Bloomberg Intelligence Senior Retail Analyst Jennifer Bartashus break down Walmart earnings and retail outlook. Dr. Josh Sharfstein, Director of the Bloomberg …
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Business Development

The $2.4 Trillion RIA Opportunity

Posted on November 20, 2019
Consolidators such as Focus Financial Partners and HighTower Advisors may be busy gobbling up RIA firms, but a potential smorgasbord still awaits them, according to new research from Cerulli Associates. The total …
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Business Development

Carson Adds $350M and $150M RIAs to Partnership Network

Posted on November 19, 2019
Omaha, Neb.-based Carson Group has added two RIAs to its partnership network. The first of these is $350 million Yuma Investment Group Wealth Management, a financial planning firm founded …
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