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Nov 19, 2019, 09:00 ET $350M Yuma Investment Group Joins Carson, Aims for Further Growth in the Southwest

Yuma Investment Group Wealth Management, a comprehensive financial planning firm established in 2001, announced today that the team is joining Carson ...


Oct 29, 2019, 11:30 ET Carson Launches Dynamic Updates to Advisor and Client Technology

Carson, one of the fastest-growing financial services firms in the country, today announced several updates to its technology stack—the Carson CX...


Oct 15, 2019, 09:00 ET Carson Hires Senior Vice President, Justin Starnes, to Lead Business Development and Distribution

Carson, one of the fastest-growing financial services firms in the country, today announced the newest addition to its leadership team, Justin...


Jul 17, 2019, 09:00 ET Carson Announces Aaron Schaben and Teri Shepherd as Co-Presidents

Carson, one of the fastest growing financial services firms in the country, today outlined its most recent changes to align the organizational...


Jun 17, 2019, 13:20 ET Carson Crosses $10 Billion in Assets; Sets Sights on Deepening Value to Partner Firms

Carson Group, one of the fastest growing financial services firms in the country, today announced the firm has surpassed $10 billion in assets under...


May 08, 2019, 09:00 ET Carson Launches New Client Technology to Over 26,000 Families and 100+ Partner Firms

Carson Group, one of the fastest growing financial services firms in the country, today announced the launch of Carson CX (Client Experience). This...


May 08, 2019, 09:00 ET Carson Announces Expanded Advisor Services for Partner Firms at National Excell Conference

Carson Group, one of the fastest growing financial services firms in the country, today announced several added services and product offerings to...


Jan 18, 2019, 11:58 ET Carson Group Closes 2018 with Record-Setting $4.4 Billion in Net New Assets

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, ...


Jan 11, 2019, 09:05 ET Carson Group Adds Retirement Planning Expert, Jamie Hopkins, to Lead Retirement Research and Investor and Advisor Retirement Education

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, ...


Dec 12, 2018, 09:08 ET Carson Group Releases New Lead Generation Tool for Advisors Assessing Retirement Readiness

Carson Group, the leading platform for advisors focused on owning their clients, growing their business, and building their brands, today unveiled a...


Nov 28, 2018, 09:08 ET Gertsema Wealth Advisors Joins Carson Group in Move to Elevate Its Client Experience and Open Doors to Succession Options

Carson Group, a family of companies committed to being the most trusted for financial advice to both advisors and investors, today announced Gertsema ...


Nov 07, 2018, 09:08 ET Carson Group Announces Early Bird Registration and Speaker Lineup for Excell 2019 Conference

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance through serving advisors and investors,...


Oct 11, 2018, 09:08 ET Carson Group Adds $1.2B in Committed Assets and 23 Stakeholders in Q3

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, ...


Sep 12, 2018, 09:00 ET Carson Group Announces Strategic Relationship with Barron's and Creighton University's Heider College of Business to Nurture Next-Gen Talent

Carson Group, a family of companies committed to being the most trusted for financial advice, today announced the launch of a partnership with...


Jul 31, 2018, 12:00 ET Carson Group Acquires Financial Marketing and Tech Firm Mineral Interactive, Names Jud Mackrill Chief Marketing Officer

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, ...


Jul 10, 2018, 09:00 ET Carson Group Adds $613M in Committed Assets Under Management in Q2; Acquires New Investment Strategy QBI

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, ...


May 30, 2018, 09:30 ET Carson Group Kicks Off Flagship Excell Conference; Unveils New Partnership Model and Updated Technology Offering

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance while serving advisors and investors, today ...


Mar 21, 2018, 09:00 ET Carson Group Announces Expanded Agenda and Speakers for Excell 2018 Conference

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance through serving advisors and investors,...


Jan 18, 2018, 06:00 ET Carson Group Announces Record Growth in 2017; Launches Next Generation of Client-facing Technology

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance through serving advisors and investors,...


Jan 09, 2018, 09:00 ET Carson Group Expands Executive Leadership Team, Adds New Positions

Carson Group, a coaching and partnership organization for growth-focused advisors, today announced new executive positions for select individuals...


Sep 20, 2017, 07:00 ET Carson Group Announces Corporate Rebranding Introduces Carson Group Partners and Carson Group Coaching

Carson Group, a conglomerate of companies serving advisors and investors, today announced the official rebrand of its organization, the renewed...


Feb 02, 2017, 10:34 ET Carson Group Inaugurates High Profile Advisory Council Focused on Leading Transformational Change and Innovation

Carson Group, which consists of wealth management firm Carson Wealth, advisor coaching organization Peak Advisor Alliance, and turnkey integrated...


Jan 23, 2017, 08:00 ET Carson Group Announces Alignment with Key Strategic Partners to Revolutionize the Client Wealth Experience and the Advisor Profession

Carson Group, which consists of wealth management firm Carson Wealth, advisor coaching organization Peak Advisor Alliance, and turnkey integrated...