Insights News

The second annual Women in Wealth Management Awards finalists were announced today. The awards celebrate and honor the women (and men!) in the wealth management industry, who act as an inspiration for others and who are making a difference in the profession and their communities. Winners will be announced at the Excell Represent Women in …

Growth-minded financial advisors looking to unlock their true potential are set to descend on Nashville’s Music City Center this fall for one of the industry’s premier conferences, Excell 2023. This year’s lineup of speakers features inspiring sessions from serial entrepreneur and CEO of XPRIZE Foundation, Anousheh Ansari, Becoming Superhuman founders Dr. Sahar Yousef and Lucas …

Nominate a deserving woman in one of seven categories; finalists announced Sept.14   The second annual Women in Wealth Management Awards program is now open and accepting nominations. The awards, which will be held in conjunction with this year’s Excell REPRESENT, are designed to highlight, celebrate and honor the women (and men!) in the wealth …

  Strategic decision solidifies Carson’s move into retirement plan services and expands wealth management footprint in the Northwest Carson Group announced an equity partnership with Northwest Capital Management (NWCM), a retirement and investment advisory firm that specializes in wealth management services for individuals and retirement plan services for plan sponsors and their participants. The team …

Carson Group has been named one of three corporate Diversity Champions for 2023 in the annual InvestmentNews’ Diversity, Equity and Inclusion (DEI) Awards. InvestmentNews’ DEI Awards recognizes financial services firms that demonstrate a strong commitment to diversity, equity and inclusion in their workplace and a commitment to creating an inclusive workplace culture that provides resources …

Firm’s Innovative Lead Generation Program Yields Impressive Results in First Year   Carson Group announced that Jen Abboud-Smith has joined the firm as senior vice president of client acquisition. In this role, she will be responsible for driving Carson Group’s lead generation and consumer marketing efforts. A major initiative that came from Carson Group’s 2021 …

Carson Group was ranked No. 190 on Inc. magazine’s annual Inc. 5000 Regionals: Midwest list. Recognized for the second year in a row, the Inc. 5000 is one of the most prestigious rankings of the fastest-growing Midwest private companies, based in Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, North Dakota, Nebraska, Ohio, South Dakota, and …

Ron Carson, founder & CEO of Carson Group, and Jamie Hopkins, managing partner of wealth solutions, will release their latest book, “Find your Freedom: Financial Planning for a Life on Purpose” on November 22.

Carson Group revealed the results of its first-ever State of Women in Wealth Management Report during Excell REPRESENT. The research study looked at the experiences and perceptions of both women and men on the opportunities and challenges faced by female advisors in the financial services industry. Currently women make up more than half of the …

Industry leaders Carson Group, Fidelity Institutional®, Financial Independence Group and Mariner Wealth Advisors announced the finalists for the first-ever Excell REPRESENT Women in Wealth Management Awards.

Women make up more than half of the U.S. population, but only 20% of financial advisors. The underrepresentation of women in wealth management has plagued the industry for decades, and while there’s been a lot of talk, little has changed.