Top Posts
Carson Group Welcomes Kurt Mattson and Yari Capital to its Independent Advisor Channel
Carson Group
August 20, 2026
The AI Buildout Needs a Lot of Money— Enter Debt (and Financial Engineering)
Sonu Varghese
August 19, 2026
Is the Consumer Tapped Out? (FvF Ep. 201)
Ryan Detrick
August 19, 2026
Fiscal Deficits Are Exploding, and That’s a Problem
Sonu Varghese
August 18, 2026
Charts of the Week: August 10-14
Carson Research
August 17, 2026
K-Shaped Consumer Stocks
Consumer discretionary stocks have seen a wide dispersion of returns this year. To me, part of the answer may be explained by a K-shape in business models, not necessarily the targeted demographics of each company. Many consumer discretionary stocks that have done well this year may be classified as on-demand pricing models, whereas many of …
Blake Anderson
August 17, 2026
Carson Group Taps Kevin Peterson to Lead Recruiting for Independent Advisors
Omaha, Neb. — Aug. 17, 2026 — Carson Group, a leading wealth advisory firm with over $62 billion* in assets under management (AUM), today announced that Kevin Peterson has joined the firm as senior vice president of business development for its independent channel. In this role, Peterson will lead business development efforts, helping growth-minded independent …
Carson Group
August 17, 2026
The State of the American Consumer in 11 Charts (They’re Fine)
Every time we get a soft consumption print, concern rises that the consumer is tapped out. This time it’s retail sales, which fell 0.6% in July, while core retail sales (excluding autos and gasoline stations) fell 0.4%. But Amazon Prime Day shifted to June, pulling sales forward. Zooming out, retail sales have run at a …
Sonu Varghese
August 14, 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
