Latest News
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 management. Hitting this milestone highlights Carson’s status as a top-ranked RIA and coincides with several other recent breakthroughs for the organization.
- Carson Partners, which include 108 firms and nearly 230 advisors within its ecosystem, now collectively serves more than 27,000 families across the U.S.
- Signed net new assets from incoming advisors have risen to $1.45 billion year-to-date.
- 215 Carson stakeholders now support the firm’s various advisor coaching and partnership offerings, 49 have joined in 2019 alone.
- The organization will begin construction this month on its 200,000-square-foot, Omaha-based headquarters, which is slated for completion in late 2020.
“This has been a monumental month for the entire Carson family; not only in memorializing how far we’ve come in the last decade with asset growth but also in what we’re doing now to prepare for the next chapter,” said Ron Carson, founder and CEO of Carson Group. “We’re laying the groundwork for what I believe will be a 100-year company. We’re not plotting a quick and profitable exit or looking to sell; we’re building something bigger than ourselves here. Something we intend will forever change the world of financial advice for the better.”
Carson is constantly looking to expand and improve the ecosystem it offers partner firms. By doing so, it’s experienced tremendous growth in a time of change in the profession. From the recent Regulation Best Interest Rule to industry consolidation and an aging advisor population, the organization provides financial advisors a path to navigate disruption.
Due to Carson’s fast-paced growth, proactive moves are being made, including a plan to hire between 30 and 40 additional stakeholders through the end of 2019, releasing further iterations of client-facing technology and tools to enhance the experience advisors are providing, and expanding departmental support to ensure advisors are well-equipped to take advantage of the competitive landscape for attracting new business.
“We aim to build – and become – that fast-growing, innovative hub for financial services, because we know our competitive advantage is that we can move faster and do more for our clients, for less,” said Aaron Schaben, Executive Vice President of Carson. “Every decision we’re making right now – and every new partner we consider – must always bring us a step closer to doing what’s right for our clients. Advisors are seeing Carson deliver on that promise, and that is what most excites me as we look ahead to our future growth.”
In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was awarded a Best Places to Work in FinTech by American Banker.
SOURCE Carson Group
Blockchain
Supply Chain Finance Market Forecast to Reach $9.4 Billion by 2029: Increasing Emphasis on Sustainable Sourcing
Global Supply Chain Finance Market
Blockchain
Alpha Transform Holdings Releases March Report on ASC AI Index
Blockchain
Peer-to-Peer Lending Market Surges to US$ 1709.6 Billion by 2034, Driven by Growing Demand and Reduced Operating Costs | Future Market Insights, Inc.
-
Blockchain4 days ago
Open-Source Intelligence (OSINT) Market is expected to reach a revenue of USD 64.9 Bn by 2033, at 25.6% CAGR: Dimension Market Research
-
Blockchain Press Releases3 days ago
Bybit and Franck Muller Partner with Sidus Heroes to Launch Cosmic Gears: A Pioneering Web3 Game with a $250,000 Prize Pool and Exclusive Watch Collection
-
Blockchain3 days ago
Blockchain Transforming Travel: Quantum Temple’s Innovative Venture
-
Blockchain4 days ago
Bybit and World Leaders Forge Major Alliance to Direct Web3 for Social Good
-
Blockchain1 day ago
Quantum eMotion Files a Patent for Quantum-based Blockchain Wallet Under the Patent Cooperation Treaty (PCT)
-
Blockchain1 day ago
Elizabeth Warren Urges Treasury Secretary Yellen to Implement Strong AML/CFT Measures for Stablecoins
-
Blockchain3 days ago
Evolution of the Blockchain World: Doric Blockchain Drives Education and Adoption of Blockchain Technology and Tokenization in Latin America
-
Blockchain Press Releases1 day ago
Canaan Shines at Blockchain Life 2024 in Dubai