Carson Group Newsroom
As a National RIA, Carson helps advisors navigate complexity and pursue meaningful growth by combining powerful capabilities, human understanding, and partnership. The Carson Newsroom is where you'll find company news, announcements, partnership updates, and stories from across our community.
Latest News
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
Carson Group Expands Presence in New Jersey with Addition of Foran Financial Group
Omaha, Neb. — Oct. 8, 2026 — Carson Group, a leading wealth advisory firm with more than $65 billion* in assets under management (AUM), today announced that Foran Financial Group has joined Carson’s integrated advisor channel, becoming a Carson Wealth location in Somerville, NJ. The firm serves approximately $410M in advisory and brokerage assets and …
Shannon Greene
October 8, 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
Carson Group Welcomes Intrinsic Investors to Great Lakes Team
Omaha, Neb. – Sept. 22, 2026 – Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), today announced that Intrinsic Investors, a Wisconsin-based wealth management team serving approximately $145 million in AUM, has joined Carson Wealth in Great Lakes. The Intrinsic team includes Wealth Advisors William “Bill” Fons …
Carson Group
September 22, 2026
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