Articles from Carson Group

New program empowers advisors to serve high-net-worth clients with personalized, high-impact financial strategies

Expanded relationship supports new business initiatives and opportunities for growth

Omaha, Neb., July 23, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced today the appointment of Cara Williams to its Board of Directors. Drawing on her deep experience in wealth management, Williams will serve as an advisor to the Carson management team, helping to drive highly-practical, relevant and value-added outcomes.

Aveo Capital will become wholly owned by Carson Group under current leadership team

Expanded relationship supports new business initiatives and opportunities for growth

Expanded relationship supports new business initiatives and opportunities for growth

Omaha, Neb., June 10, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Wambolt & Associates, a wealth advisory firm based in Littleton, Colo. Led by Founder and Managing Partner / Wealth Advisor Greg Wambolt, the team manages approximately $570 million in assets.

SRQ Wealth to become wholly-owned by Carson Group under current leadership team

Annual Report Highlights How Many Female Financial Advisors Prioritize Client Satisfaction Over Traditional Metrics to Redefine Success

Chatbot empowers advisor growth by improving efficiency