Firm raises capital with a lending partner, with the potential to tap much more  Omaha, Nebraska – October 5, 2020 – Carson Group, one of the fastest-growing financial services firms in the country, announced today that is has undertaken a capital raise to ramp up the number of minority investments it’s making in advisory firms joining its …

Clients understand investments come with risk – but that reality crystalizes during periods of volatility and uncertainty. Right now, that risk is generating fear in many investors, which can lead to impulse decisions that deviate from their long-term goals. How do you keep them on track? Join Carson Executive Business Coach Jessica Harrington as she …

Emerging Tech Week on the Framework podcast was an eye-opening tour through the world of fintech. We learned what has disrupted the system and what will keep on changing it in the future. Each of the five guests told us about their early misadventures and their usually rapid success when the technology finally catches on. …

You know that running your own firm comes with a seemingly endless list of to-dos. Your attention is pulled in every direction. Sometimes it feels like your business is running you rather than the other way around. You deserve a better way to grow your advisory firm. Act as a true CEO and return to …

Marketing has always been a crucial tool to reach your target audience, gain leads and demonstrate your value to clients and prospects. And it will continue to be vital to your business’s growth – despite changing worldly circumstances. More than, before your clients and prospects want to see your value. Webinars are key in helping …

Leveraging Each Other’s Strengths: An M&A Case Study “We thought long and hard about the kind of client we were trying to engage, and then we went where they are to meet them.” Russ Nieland and Chris Graw met through a mutual client who saw their strengths and suggested they would complement each other well. …

Omaha, Nebraska – August 27, 2020 – Financial Management, Inc. (FMI), a wealth management firm headquartered in Yakima, Washington, with over $100 million in client assets under management, is the latest firm to join Carson Partners. The firm’s Founder and Senior Wealth Advisor, Clark L. Permann, CFP,® is a wealth management professional with over 28 years of …

Retirement planning in 2020 was flipped on its head when Congress passed the CARES Act, a $2 trillion economic relief package aimed at helping both individuals and businesses. The impact on retirement planning was significant: RMDs are eliminated in 2020 For those who already took RMDs, the 60-day rollover option was extended The early withdrawal …

From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses, which includes most advisory firms. There are four main provisions in the CARES Act that can help you as a business owner: Paycheck Protection Program Economic Injury Disaster Loans Employee Retention Credit The delay of employer …

HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advantage in the Denver Metropolitan Area. Led by President and Wealth Advisor Benjamin Bender, who …