OMAHA, Neb., Jan. 23, 2017 /PRNewswire/ -- Carson Group, which consists of wealth management firm Carson Wealth, advisor coaching organization Peak Advisor Alliance, and turnkey integrated partner Carson Institutional Alliance, today announced its alignment with several powerhouse brands in the financial services profession. Each of the partnering firms – Fidelity, TD Ameritrade, Cetera Advisor Networks, eMoney Advisor, and Orion Advisor Services – share the Carson Group vision of revolutionizing the client wealth experience and positioning advisors for growth so they are better equipped to succeed in an increasingly competitive landscape.
"The client experience informs everything we do and a monumental shift is happening right now in our profession," said Ron Carson, Founder and CEO of Carson Group. "Aligning with partners who not only share our vision and culture, but who also provide innovative solutions, has opened the door to unprecedented growth and service shifts. Instead of seeing factors like technology, regulation, rising client expectations, fee compression, and consolidation as obstacles, we view them as opportunities. Opportunities that wouldn't be possible without the bench strength of the partners we have today."
Consisting of nearly 50 offices across the country, Carson Institutional Alliance Partners experience triple the growth compared to the industry standard, with Alliance Partners of three plus years growing at approximately 40% annually.* Collectively, Carson Group oversees $7.96 billion in assets under advisement, which includes assets under management.**
The strategic decision to move forward with a core group of influential relationships with Fidelity, TD Ameritrade, Cetera Advisor Networks, eMoney Advisor, and Orion Advisor Services allows Carson Group the flexibility, freedom, and control needed to provide exceptional value to advisors and their clients while also giving Carson Group the ability to innovate enterprise-wide solutions and anticipate advisor needs.
"Our unwavering commitment and deep-set beliefs to always put the client first led us to partnering with Carson Group. They present a uniquely expansive value that is truly distinctive and differentiated in our profession, extending from the complexities of helping an advisor grow their business to materially enhancing the client experience through integrated technology," said Robert Moore, CEO of Cetera Financial Group.
"Fidelity is focused on being a catalyst of transformation for wealth management firms determined to lead the future of financial advice, and the Carson Group is one of these firms," said Sanjiv Mirchandani, president, Fidelity Clearing & Custody Solutions. "We share a vision about what it takes to be future-ready and a commitment to empowering advisors to prepare for the opportunities that tomorrow will bring."
About Carson Group
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Peak Advisor Alliance, and Carson Institutional Alliance. The conglomerate of companies, as a whole, prepares today's advisors and investors for tomorrow's challenges through guidance, execution and growth. Founded in 1983, Carson Wealth has grown to become one of the largest wealth management firms in the country offering portfolio management and wealth planning services to high net-worth clients. Established in 1993, Peak Advisor Alliance is one of the leading advisor coaching programs in the country empowering advisors to overcome key business challenges through personalized coaching, proven strategies, marketing services, and a passionate community of nearly 1,100 advisors. Carson Institutional Alliance empowers advisors to improve client service, efficiently run their practice, grow their business, and build a legacy through a turnkey integrated partnership. All three organizations are headquartered in Omaha, Nebraska, but serve a broad base of advisors and investors across the country.
Carson Wealth and Carson Institutional are DBA as CWM, LLC. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Fidelity Clearing & Custody Solutions ("Fidelity") is an independent company, unaffiliated with Carson Group. The information and opinions expressed herein are solely those of the author and in no way represent the advice, opinions, or recommendations of Fidelity. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the third party companies referenced in this announcement, nor is such a relationship created or implied by the information found herein. Fidelity has not been involved with the preparation of the content supplied herein and does not guarantee or assume any responsibility for its content. Fidelity Clearing & Custody Solutions and Fidelity Investments are registered service marks of FMR LLC. 788063.1.0
* Figures stated derived from 2015 Carson Institutional Alliance Benchmark Study.
** Please note that the amount of CWM, LLC's Assets Under Advisement is considerably larger than the amount of the firms regulatory Assets Under Management. Assets Under Advisement include regulatory Assets Under Management reported in CWM, LLC's Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC's regulatory Assets Under Management can be found in Item 5.F of CWM, LLC's Form ADV I, available at http://www.adviserinfo.sec.gov.
SOURCE Carson Group