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Featured Post

Financial Heavyweights Kick Off Earnings Season

Consumer Strength JPMorgan and Bank of America spoke to the strength of consumer spending and high consumer credit quality in their respective earnings reports. As we’ve detailed, consumer finances have remained healthy with the current mix of low and stable unemployment amidst rising wages. These factors may allow spending to continue to grow at responsible …

Blake Anderson

October 19, 2026

Top Posts

Carson Group Debuts New Business Insights Feature, Turning Advisor Data into Growth Insights

Carson Group

October 19, 2026

It’s All One Big Trade Now: AI or Bust

Sonu Varghese

October 16, 2026

Why the Job Market Feels Broken for People My Age

Harry McDonald

October 15, 2026

Nine Charts on Midterm Elections

Ryan Detrick

October 14, 2026

The Bull Market Turns Four (FvF Ep. 209)

Ryan Detrick

October 14, 2026

Can Rate Hikes Slow the AI Boom? The Fed Asked the Same Question in 1999

By Sonu Varghese, Chief Macro Strategist, and Harry McDonald, Analyst, Investment Research The Fed raised interest rates in September for the first time since 2023, and the AI spending boom hasn’t slowed. The New York Times recently explained why: if a company expects an AI project to earn double-digit returns, borrowing at 6% instead of …

Sonu Varghese

October 13, 2026

Carson Group Names Matt Humphrey as Divisional President of Integrated Channel

Omaha, Neb. – Oct. 13 – Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), today announced that Matt Humphrey will join the firm as divisional president of its integrated advisor channel and a member of Carson’s executive leadership team. Humphrey will lead Carson Wealth’s W-2 advisor channel, …

Carson Group

October 13, 2026

Charts of the Week: Oct. 5-9

Thanks for reading this week’s Charts of the Week This week’s charts cover the S&P 500’s return breakdown, where inflation is coming from, and how year 5 of a bull market has historically not been a sell signal. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, …

Carson Research

October 12, 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

The Four Most Popular Marketing Solutions for Financial Advisors

Carson Group

March 28, 2023

Adopt These Seven Proven Digital Marketing Strategies for Financial Advisors

Carson Group

March 17, 2023

How to Use Webinars in Content Marketing for Financial Advisors

Carson Group

October 19, 2022

Investments

Financial Heavyweights Kick Off Earnings Season

Blake Anderson

October 19, 2026

It’s All One Big Trade Now: AI or Bust

Sonu Varghese

October 16, 2026

Why the Job Market Feels Broken for People My Age

Harry McDonald

October 15, 2026

Nine Charts on Midterm Elections

Ryan Detrick

October 14, 2026

The Bull Market Turns Four (FvF Ep. 209)

Ryan Detrick

October 14, 2026

Can Rate Hikes Slow the AI Boom? The Fed Asked the Same Question in 1999

Sonu Varghese

October 13, 2026

Compliance

Understanding the SEC Marketing Rule for Financial Advisors

Don Slaughter

February 15, 2023

Unintended Consequences Behind the SEC’s Proposed Rules on Service Providers

Jamie Hopkins

December 5, 2022

Technology

How Female Financial Advisors Leverage Technology for Growth

Carson Group

September 24, 2025

Our Favorite Financial Advisor Tools to Add to Your Tech Stack

Carson Group

March 14, 2023

Eight Common Advisor Technology Pitfalls and How to Avoid Them

Leanne Ball

February 28, 2023

Understanding Which Financial Advisor Software Your Firm Needs

carsongroupdev

January 26, 2023

The Essential Guide to a Financial Advisor Tech Stack

Carson Group

August 12, 2022

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The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.