Carson Group on WealthManagement.Com: embarking on a rebrand to align and simplify various business offerings to improve advisor support and keep up with the forces changing the wealth management industry
The Carson Group is embarking on a rebrand it says will align and simplify its various business offerings to improve advisor support and keep up with the forces changing the wealth management industry. Peak Advisor Alliance, which now counts 1,208 member firms consisting of more than 5,000 advisors, is being renamed Carson Group Coaching, while Carson Institutional Alliance, which has $8.56 billion in assets under advisement, will become Carson Group Partners. Founder and CEO Ron Carson said the company wants to be the most trusted name in financial advice, and the rename is a step closer to that goal. “When you boil it down, we’re on the eve of a movement to make the complex simple for the advisors we serve and, by extension, their clients,” Carson said. “The rebrand reinforces this mindset and sends a message to advisors that if you’re an advisor looking to grow, we are here to help every—or any—step of the way.”