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Featured Post

Charts of the Week: Sept. 28 – Oct. 2

Thanks for reading this week’s Charts of the Week This week’s charts cover inflation, the new jobs report, consumer confidence, and how this time period has been historically the strongest time in the 4-year presidential cycle. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts …

Carson Research

October 5, 2026

Top Posts

Y(AI)2K

Blake Anderson

October 5, 2026

A Goldilocks Jobs Report for Markets

Sonu Varghese

October 2, 2026

Has Bitcoin Found a Base?

Grant Engelbart

October 1, 2026

Inflation Remains a Problem, No Matter How You Slice and Dice The Data

Sonu Varghese

September 30, 2026

Rory Johnston Returns (FvF Ep. 207)

Ryan Detrick

September 30, 2026

Here Comes the Best Month in a Midterm Year

“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February.” Mark Twain   The bears had their shot last week, as Treasury yields soared and at a bad time too, as the third week of September is …

Ryan Detrick

September 29, 2026

Carson Group Welcomes Heritage Financial to Independent Advisor Channel

Omaha, Neb. – Sept. 29, 2026 – Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), today announced that Wealth Advisors Nikki Lude, CFP®, ChFC®, CAP®, BFA®, and Ciara Stewart, CFP®, have joined Carson’s independent advisor channel to launch Heritage Financial & Investment Services. The women-led team serves …

Carson Group

September 29, 2026

Charts of the Week: Sept. 21-25

Thanks for reading this week’s Charts of the Week This week’s charts cover rates, mortgages, inflation, and how broader corporate America is doing. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: Sept. 21-25

Carson Research

September 28, 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

Charts of the Week: Sept. 28 – Oct. 2

Carson Research

October 5, 2026

Y(AI)2K

Blake Anderson

October 5, 2026

A Goldilocks Jobs Report for Markets

Sonu Varghese

October 2, 2026

Has Bitcoin Found a Base?

Grant Engelbart

October 1, 2026

Inflation Remains a Problem, No Matter How You Slice and Dice The Data

Sonu Varghese

September 30, 2026

Rory Johnston Returns (FvF Ep. 207)

Ryan Detrick

September 30, 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.