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Carson Group Hire Will Focus on Retirement Planning Strategies for Advisors, Clients

 | Jan 11, 2019

Former American College of Financial Services professor Jamie Hopkins is joining Carson Group to build out the firm’s retirement research capabilities.

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Carson Group Adds Retirement Planning Expert, Jamie Hopkins, to Lead Retirement Research and Investor and Advisor Retirement Education

OMAHA, Neb., Jan. 11, 2019 /PRNewswire/ — Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, announced it has hired retirement planning expert Jamie Hopkins as the Vice President of Private Client Services and Director of Retirement Research. Continue reading

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Wall Street pros aren’t the only investors feeling the heat in the current market plunge

Investors are likely getting more volatility than they bargained for this late in the year.

With the stock market continuing its downward slide, individual investors may be tempted to sell stocks and sit with their cash on the sidelines until the carnage ends.

Paul West, the managing partner at wealth management firm Carson Group in Omaha, Nebraska, said investors are beginning to question the mix of stocks, bonds and other investments they hold. That’s because it’s been so long since they’ve experienced such a sharp decline. Continue reading

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Carson Group Releases New Lead Generation Tool for Advisors Assessing Retirement Readiness

Carson Group, the leading platform for advisors focused on owning their clients, growing their business, and building their brands, today unveiled a new web-based tool designed to give investors a glimpse into their retirement readiness. The interactive application is the most recent enhancement Carson Group has released to help partner firms with client education and lead generation through their websites. The retirement analysis tool allows Carson’s 89 partner firms – currently serving more than 20,000 families  – to not only pose the “Are you ready for retirement?” question but also empowers the web visitor to interact with the technology to determine what levers they can pull to better prepare for retirement. Continue reading

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Ron Carson Will Drop His FINRA License

Ron Carson will drop his personal FINRA registration this year and is making it easier for his network of financial advisors to follow suit.

In an interview with Wealthmanagment.com this week at the MarketCounsel Summit in Las Vegas, Carson revealed that he was taking steps to register a limited purpose broker/dealer, and will use it to buy the legacy, commission-based assets from any of the 80-plus advisory firms in his Carson Group network that want to go fee-only. Continue reading

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Amazon Splits HQ2 Between NYC and DC

Bloomberg with Jason Kelly and Taylor Riggs.

Drive to the close of the market with Scott Kubie, Chief Investment Officer at Carson Group. Continue reading

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How to Find a Financial Advisor

Investors looking for a financial advisor will find an industry in a state of flux.

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4 invisible influencers advisers need to address in 2019

It’s funny how history has a way of repeating itself, how being exposed to one way of life can teach you something about another, sometimes decades later. However, to learn this lesson — and glean something from history — you must be willing to pay attention to the environment around you.

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Carson Group Announces Early Bird Registration and Speaker Lineup for Excell 2019 Conference

OMAHA, Neb.Nov. 7, 2018 /PRNewswire/ — Carson Group, a family of companies committed to being the most trusted for financial advice and guidance through serving advisors and investors, today announced the opening of its early bird registration for Excell 2019. Continue reading