Carson Group Hires Jen Abboud-Smith to Head Firm’s Customer Acquisition Strategy
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 Named One of the Midwest’s Fastest Growing Private Companies
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 …
Financial Planning for a Life on Purpose: Jamie Hopkins & Ron Carson Release New Book
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.
2022 Carson Group State of Women in Wealth Management Report Reveals Top Barriers to Women Joining & Staying in the Industry
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 …
Women in Wealth Management Award Finalists Announced
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.
Unprecedented Collaboration Launched to Take on the Underrepresentation of Women in Financial Advice
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.
Carson Group Recognized on the 2022 Inc. 5000 List For the 5th Time
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.
Ryan Detrick Joins Carson Group as Chief Market Strategist
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 Adds $200 Million Pennsylvania Firm to Partner Network
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’s Excell Conference Recognized for Commitment to Diversity in Financial Services
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.
Carson Group Hires Burt White as Managing Partner, Chief Strategy Officer
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 …