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Carson Group Adds $1.2B in Committed Assets and 23 Stakeholders in Q3

OMAHA, Neb.Oct. 11, 2018 /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, today reported the firm added $1.2 billion in committed assets throughout Q3. The recently recognized Barron’s Top 40 RIA Firm* now manages $15B in assets under advisement, serving 18,731 families. Carson Group expects to have 92 partner firms in 37 states nationwide by year-end.. Continue reading

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Ron Carson Says Be A Battleship, Not A Sailboat

Advisors who don’t adapt to new technology and update their business models will struggle to maintain their businesses two years from now, said Ron Carson, CEO and founder of the Ron Carson Wealth Management Group.

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Ron Carson: 9 Challenges Advisors Must Tackle

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What do advisors get wrong about young clients?

To the industry’s older generations, millennials can seem difficult to understand. But some of the industry’s youngest advisors realize that these potential new clients are worth getting on board.

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Carson Group Named Barron’s Top 40 RIA Firm

Carson Group was named to Barron’s List of the Top 40 RIA Firms. The largest independent advisory firms grew by over 40% last year. With M&A only increasing, that growth is unlikely to slow anytime soon. Continue reading

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Carson Group Announces Strategic Relationship with Barron’s and Creighton University’s Heider College of Business to Nurture Next-Gen Talent

OMAHA, Neb., Sept. 12, 2018 /PRNewswire/ — Carson Group, a family of companies committed to being the most trusted for financial advice, today announced the launch of a partnership with financial publication Barron’s, and Creighton University, to help educate the next generation on the extensive opportunity that exists within the financial services profession. Continue reading

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The struggle is real: Why our profession needs next-gen talent now

The ground is shifting beneath our feet. The problem is, we look down to see the ground cracking while remaining completely oblivious to what’s overhead: A new atmosphere. A changed environment. An unrecognizable future.

The financial services industry today looks nothing like it did just five years ago. For one thing, it’s older. Some studies estimate that by 2022, the U.S. wealth management industry is likely to face a shortfall of at least 200,000 employees. Much of this reflects the aging population of advisers. Continue reading

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Pros and Cons to Buying Disney (DIS) Stock

Walt Disney Co (NYSE: DIS) is celebrating its 95th anniversary this year, and the entertainment giant has sure come a long way since namesake Walter Elias Disney founded the company in 1923.

Besides its amusement parks and iconic animated characters like Mickey Mouse, Snow White and Cinderella, Disney is a conglomerate stuffed with highly-recognizable brand names like Pixar, Marvel, Lucasfilm, ABC, ESPN and, more recently, the digital streaming site Hulu.

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Carson Group Expands Business Development Team with Addition of Regional Vice Presidents Mike Kurz and Wendy Matheny

Omaha, NE – August 29, 2018 – 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 the expansion of its business development team with the addition of Mike Kurz and Wendy Matheny. Both collectively bring more than 40 years of experience guiding financial advisors in the growth of their business and challenging firms to better serve their clients. Continue reading