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Carson Group Adds $200 Million Pennsylvania Firm to Partner Network

Posted on June 15, 2022
Carson Group successfully transitioned Diamond Wealth Advisors to its growing network of partners. The Carlisle, Pennsylvania-based financial planning and wealth management firm was the most recent to join Carson …

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Carson Group’s Excell Conference Recognized for Commitment to Diversity in Financial Services

Posted on April 8, 2022
Carson Group is proud that Excell 2021 has been recognized for its commitment to representation by Choir, a diversity platform focused on amplifying the voices of financial professionals who …

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Carson Group Hires Burt White as Managing Partner, Chief Strategy Officer

Posted on April 5, 2022
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 …

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Carson Group Recognized on Inc. Magazine’s List of the Midwest Region’s Fastest-Growing Private Companies

Posted on March 16, 2022
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 …

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Carson Coaching Named FPA’s Official Coaching Partner

Posted on March 8, 2022
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 …

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Abby Wambach, Lauren Simmons and Tucker Bryant to headline the 2022 Excell Conference

Posted on March 7, 2022
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, …

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Carson Group Appoints First-Ever Chief Technology Officer Nimesh Patel

Posted on February 16, 2022
 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 …
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