Insights News

Carson Group, announced that it has once again been recognized on annual Inc. 5000 list, one of the most prestigious rankings of the fastest-growing private companies in America. The list represents a one-of-a-kind look some of the most successful companies within the economy’s most dynamic segment – independent businesses.

Carson Group, one of the fastest-growing financial services firms in the country, announced that Ryan Detrick has joined the firm as Chief Market Strategist.

Carson Group successfully transitioned Diamond Wealth Advisors to its growing network of partners. The Carlisle, Pennsylvania-based financial planning and wealth management firm was the most recent to join Carson Partners, a nationwide network of 130 growth-minded firms across the U.S. founded in 2012 by Ron Carson. 

Carson Group is proud that Excell 2021 has been recognized for its commitment to representation by Choir, a diversity platform focused on amplifying the voices of financial professionals who are women, non-binary people and people of color.

White will join Carson’s executive leadership team and fill a seat on Carson’s Board Omaha, NE, April 5, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, has hired Burt White as Managing Partner and Chief Strategy Officer. White will join Carson’s Executive Board, helping steer the company’s strategic focus …

Inc. magazine announced that Carson Group is No. 118 on its third annual Inc. 5000 Regionals Midwest list, the most prestigious ranking of the fastest-growing private companies based in Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, North Dakota, Nebraska, Ohio, South Dakota, and Wisconsin. Born of the annual Inc. 5000 franchise, this regional list represents …

First-of-its-kind partnership aims to help financial planners grow their practices faster and run them more successfully. DENVER (March 8, 2022) – Today, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planner™ professionals, announced a strategic partnership that makes Carson Coaching its official coaching partner.

37th edition of the conference is expected to draw more than 1,500 attendees Omaha, Neb. – March 7, 2022 – Recognized as one of the best conferences for financial advisors1, Excell 2022 announced this year’s stellar lineup of speakers that includes soccer legend Abby Wambach, the Wolfette of Wall Street Lauren Simmons, former Google storyteller Tucker …

 Tech expert brings an extensive background in scaling innovation, product development and growth strategy to his role   Omaha, Neb., February 16, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, has hired Nimesh Patel to fill the newly created role of Chief Technology Officer (CTO). A technology veteran with more than …

Attributes achievements to the growth of partner firms and the ability to help advisors deliver personalized service to more than 40,000 families Omaha, Neb. – February 7, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, begins the new year by hitting a major milestone as it surpasses $20 billion in assets …

OMAHA, Neb., February 4, 2022 – The National Association of Insurance and Financial Advisors (NAIFA) today announced that retirement expert, Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, will join the NAIFA board effective immediately. Hopkins, who is managing partner of wealth solutions at Carson Group, one of the fastest-growing financial technology and services …