Top Insights for Advisors
Ron Carson is getting ready to climb Mount Shasta in California in this #Ronsense video. A lot of training and preparation has gone into this hike. Are you taking the same kind of preparation toward your business or venture?Watch Ronsense Video
Calling all women advisors and leaders in our profession! You are invited to join us for the Carson Group Women's Retreat in November!Register Now
Scott Kubie on CNBC Nightly Business Report: Check out these stock picks with Carson Group Chief Investment Officer Scott KubieWatch Video
Coach's Playbook: Executive Business Coach Sarah Cain on preparing your firm with a market downturn drillRead More
With the industry in flux from a variety of factors, financial advisers stand in the middle of a busy intersection. Ron Carson, founder and CEO of Carson Wealth Management, shows you how dangerous things could get. Continue reading
How does margin compression impact advisors and their business?
Hear Douglas Fluke of DSF Wealth Management discuss with Matt Ackermann of Investment News how technology has impacted financial advisors and how his firm altered their value proposition to align with industry changes. Continue reading
Omaha, NE – October 10, 2016 – Carson Group, which consists of advisory firm Carson Wealth, advisor coaching program Peak Advisor Alliance, and turnkey integrated partnership Carson Institutional Alliance, today announced it is part of a group of private capital investors in Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL (see Savant press release here). Continue reading
October 26, 2016
As a provider of services, rather than tangible products, the client investment experience matters. It matters a lot. The experience your prospects and clients have with your advisory service can impact whether they decide to become (or remain) a client, whether they are likely to refer you and how they interact with your firm in the future. Join us for our upcoming webinar Ordinary to Extraordinary: Delivering a Personalized Client Investment Experience
With the clock ticking until the new DOL fiduciary rule changes take effect later this year, many advisors are wondering how their firm–and their clients–will be impacted.
Although it is still unclear exactly what the final DOL fiduciary rule will look like, industry experts have predicted that it will have wide-ranging implications for the business models and compliance infrastructures of broker dealers, registered investment advisors and ultimately to investors. Impacts to advisors include increased regulatory costs and business expenses and potentially lower revenue. Impacts to investors include fewer options for smaller account sizes, increased rollover cash-outs and a potential decrease–from already low savings rates–in retirement savings for Americans. Check out the 10 impacts outlined below and consider if your firm is prepared to address them.
How are you preparing your practice for the new Fiduciary Rule? Tweet using #FiduciaryRule to share your ideas or questions on how this may impact your firm or your clients.