Top Posts
Earnings Check-In: Checking Our Own Work
Harry McDonald
August 25, 2026
Moderna’s Melanoma Milestone
Blake Anderson
August 25, 2026
Treasury Buybacks Are Back in Focus as Long-Term Interest Rates Surge
Carson Research
August 24, 2026
Charts of the Week: August 17-21
Carson Research
August 24, 2026
Is the Stock Market Rigged?
Ryan Detrick
August 21, 2026
Back to School on the Evolving ETF Space
As we head back to school and into fall, there is no shortage of news headlines and growth stories in the ETF market. Many of those I wrote about earlier in the year are still very topical, but I wanted to share a few more observations about the market today, and address some of the …
Grant Engelbart
August 20, 2026
Carson Group Welcomes Kurt Mattson and Yari Capital to its Independent Advisor Channel
Omaha, Neb., Aug. 20, 2026 — Carson Group, a leading wealth advisory firm with over $62 billion* in assets under management (AUM), today announced that Yari Capital has joined the firm’s independent advisor channel. Led by Founder and Senior Wealth Advisor Kurt Mattson, CFP®, the firm serves approximately $405 million AUM. They join Carson from …
Carson Group
August 20, 2026
The AI Buildout Needs a Lot of Money— Enter Debt (and Financial Engineering)
I’ve written a lot about how tech capex spending by the hyperscalers is set to run around 2.5-3% of GDP in 2026 and 2027. What’s striking is how fast the estimate keeps moving higher. Coming into this year, 2026 capex was projected at $515 billion. After Q2 earnings it’s $775 billion, and 2027 is above …
Sonu Varghese
August 19, 2026
Marketing
Six Key Steps to Creating an Effective Financial Advisor Marketing Plan
Minna Shada
June 6, 2023
Best Practices for Harnessing the Power of Email Marketing for Financial Advisors
Carson Group
May 23, 2023
Lead Generation for Financial Advisors: Top 7 Strategies for Generating Leads
Jen Abboud-Smith
April 18, 2023
