You’ve been doing great growing your firm, but suddenly, you find the business is in a rut. You’re stuck and you aren’t sure how to get things moving again. There are five things you can do to get your firm ...

Jacqueline “Jaq” Campbell’s first mentor in the financial industry was a middle-aged white man. He showed her the ropes, he introduced her to high-net-worth individuals, he helped her study for her Series 7, and when she passed it, he presented ...

There are potential disruptors aiming toward the financial advice industry, but those disruptors might not be what the industry is focusing on. That was among the takeaways Thursday during a technology session at the Carson Group Excell conference in Las ...

Pesky commissions aside, the insurance industry is quickly and somewhat quietly blending into the larger realm of the securities markets, at least from a regulatory perspective. That was among the takeaways Wednesday in Las Vegas during the opening session of ...

Former Carson Group Holdings chief investment officer Saumen Chattopadhyay has been hired by OneDigital, the latter RIA announced today. Chattopadhyay, who started in the position at Overland Park, Kansas-based OneDigital on Monday, leads economic forecasting, investment selection for retirement plans ...

Integrated Wealth Management, a registered investment adviser in Scottsdale, Arizona, that manages $370 million in assets, has joined Carson Partners. Integrated was founded in 2002 by Brent S. Pines, who had had a career of more than 30 years in ...

On June 17, President Joe Biden signed a law making Juneteenth, which falls on June 19, a national holiday.  This recent trend of powerful people taking a proactive role in promoting diversity, equity, inclusion and belonging is also happening in ...

As expected for several weeks, the Carson Group on Wednesday said it had taken a new minority investment partner, with the business being valued over $1 billion, according to a statement from the company. The latest valuation of the company ...

One key to attracting more women to the wealth management industry might be to downplay the industry’s sales culture and reworking compensation to reflect that. According to a new study by Carson Group, which included interviews with 59 female financial ...