Carson Celebrates $12B In AUM By Covering Network Partner Tech Costs
The Carson Group is celebrating a landmark $12 billion in client assets under management (AUM) by covering technology costs for all its network partners, according to a news release. Wirehouse advisors, IARs and RIAs in the Carson Partners network can now focus on maximizing the value they deliver to the families they serve, rather than …
Carson Group to Slash Tech Costs for Partner Firms
Carson Group will start covering technology costs for its partner firms. The initiative means that “instead of spending time and money evaluating and adopting technology, Carson Partners network can now, more than ever, focus on what matters and maximize the value they deliver to the families they serve,” said Carson Group. Full article on Think …
Carson Group Announces Dates For Free Tech
Carson Group is one step closer to making good on a commitment to free technology made at last year’s Excell conference. As part of the firm’s Carson CX program, advisors of Carson partner firms will see Carson Group pick up the tab for technology costs of software platforms including Salesforce, Orion, Smarsh and Egnyte, effective …
Carson to Pick Up Tech Tab for Advisors Starting in April
Starting April 1 of this year, Carson Group will pay its partners’ costs for software platforms Salesforce, Orion, Smarsh and Egnyte, the company has announced. ‘We made certain promises as we went through things in growing the partnership,’ Jud Mackrill, chief marketing officer for Carson, said. ‘Now we’re at $12bn in assets and we have, …
Jamie Hopkins Named Head of Carson Coaching
One year after joining Carson Group as director of retirement research, Jamie Hopkins has taken on an additional role at the firm: managing director of Carson Coaching. “Carson Coaching has the best coaches I have seen in the business,” Hopkins said in a statement. “Our knowledge and proven processes help our advisors scale and grow …
Carson Group Names New Head Of Coaching Division
Carson Group has promoted Jamie P. Hopkins as managing director of Carson Coaching. Hopkins joined the company in January 2019 as director of retirement research. He will continue to hold that position, while also leading Carson Coaching. Full article on Financial Advisor
How to Check Your Financial Baggage for the New Year
If you’re already faltering on your financial New Year’s resolutions, here’s a way to get to the root of the problem and learn a little about yourself along the way. Full article on Kiplinger
Do These 4 Things in Your 30s if You Want to be Richer in Your 40s, Money Experts Say
You may find yourself juggling a lot financially in your 30s, like purchasing a home, switching jobs, and even having children. Here are four money moves you can make in your 30s that experts say can leave you wealthier in your 40s. Full article on CNBC
Jamie Hopkins: SECURE Act 101
At the end of 2019, Congress passed and the President signed the SECURE Act which brought potential changes to your financial planning. Retirement planning professional Jamie Hopkins highlights changes you should know. Listen on All About Your Benjamins
Protecting Your Digital Assets
If something as simple as a username and password get into the wrong hands, you may wind up in a situation that results in a huge financial loss or a mountain of hassle and stress. Find the best ways to protect your digital assets in an increasingly complex world. Listen on Kiplinger
5 Industry Trends That Could Continue in the New Decade
History can serve as a helpful guide when we try to prepare for the future, and that’s true as well for macro trends in the financial services industry. Let’s look back at some of the major trends in 2019 that could remain common themes in 2020 as well. Full article in Investment News