Carson Group

Advisory M&A is evolving—fast. Carson’s M&A leaders + guests Hiren Patel & Brendan Taylor from 55ip break down the trends shaping deals, portfolio strategy, & client value in 2025. Register now for July 17 #KnowYourWorth: hubs.li/Q03wGXgQ0 #CarsonGroup #FinancialAdvisors

🌊 Uncharted waters ahead? In 2 days, we release Midyear Market Outlook 2025: Uncharted Waters, exploring the policy, macro, and behavioral shifts shaping today’s investment landscape. Tune in to Wed's #FactsVsFeelings for @CarsonResearch’s preview! 🔗hubs.li/Q03vNs9Y0

🌈 This Pride Month, we’re embracing a powerful message: Find Your Pride 🏳️‍🌈 At Carson that means helping every client find the freedom to plan boldly and live authentically—with advisors who meet them where they are. 🔗 hubs.li/Q03tc1j-0 #CarsonGroup #PrideMonth

The S&P 500 recently closed above its 20-day moving average for over 60 consecutive days, the longest streak since 1998. @CarsonResearch discuss this powerful market indicator and what it could mean for investors moving forward. 🔊 hubs.li/Q03ywmKT0 #FactsVsFeelings

M&A in wealth management has changed. Carson's Michael Belluomini & Hiren Patel from 55ip discuss how it’s about more than just retiring advisors. It’s about leveraging tech, deepening services & driving margin growth. 🔗hubs.li/Q03yPnfP0 #KnowYourWorth #WealthManagement

🌊Dive into @CarsonResearch’s Midyear Market Outlook: ✅ Trends behind market stability and volatility 📉 The role of macro vs. policy in this cycle 📈 What advisors should be watching in the second half of 2025 📩 hubs.ly/Q03ysjwc0 #MidyearMarketOutlook2025

Cara Williams joins the Carson Group board with over 25 years of experience in investment management and a background in supporting diversity and mentorship programs. Her expertise and leadership will help drive our continued growth and success. 🔗 hubs.li/Q03yCwNM0

Jerome Powell is under fire again—this time for the Federal Reserve's $2.5B HQ reno Trump calls it "reckless" hinting Powell's job could be at stake What do you think: justified spending or unnecessary luxury? Full episode: hubs.li/Q03xvYPD0 #FederalReserve #JeromePowell

Join us in welcoming Crescent Financial Advisors to the Carson Partner network! We’re proud to have them on board and excited to support their continued growth and commitment to serving clients with excellence. 🔗hubs.li/Q03xGdz70 #CarsonGroup #FindYourFreedom

Debra Taylor joined @manganaro_news on @ThinkAdvisor’s podcast to discuss everything from the new tax bill, succession planning & how advisors can lead with tax-focused value. What truly sets top advisors apart? Strategic, proactive tax planning. 🔊 hubs.li/Q03xp0mG0

Join us Thursday on #KnowYourWorth with guests Hiren Patel and Brendan Taylor from 55ip joining Carson’s M&A leaders Michael Belluomini and Michael Wieger. July 17 11 a.m. CT Register now: hubs.li/Q03wH6110

The market has seen extremes this year and Carson’s Midyear Market Outlook 2025 lays out what could drive each scenario. Built to help advisors stay focused, prepared and ready to deliver real value to clients 🔗hubs.li/Q03wXPlg0 #MidyearMarketOutlook2025 #CarsonGroup

Biggest surprise in 2025? The unexpected move on tariffs & how fast they reversed. 📉 What does @CarsonResearch think this means for the rest of the year? Grab our Midyear Market Outlook '25: hubs.li/Q03wsyXL0 Full episode of #FactsVsFeelings 🎥 hubs.li/Q03wsG4W0

Announcing our 15th acquisition of 2025 - Aveo Capital! CEO Burt White shared, "What you’re really acquiring is 16 amazing people." This acquisition strengthens our platform, empowering advisors with top-tier resources. Read more in @barronsonline: hubs.li/Q03wt7vf0

Big market swings, but @CarsonResearch isn’t changing their forecast! 📉 When the S&P 500 was down 15% predictions stayed steady. Want to know what’s next for the market? List to this week’s #FactsVsFeelings with guest @gilbert3142! 🔗 hubs.li/Q03vFmpr0

Innovation is moving fast, and at Carson, we’re leading the way. @DaniFava_Carson shares how we’re integrating the best technology, including AI, to help our RIAs stay ahead. It's a groundbreaking time for tech in the RIA space. Full episode here: hubs.li/Q03vF2k_0

Welcome Jacob William Advisory as our 28th wholly owned office. Founded by Mark Ring and Dan Morrison in 2006, they manage $300M and joined Carson in 2016. @_BurtWhite: “Their transition reflects our shared vision of delivering greater value.” 🔗 hubs.li/Q03vvpt90

💬 “I hate to say it this way... but that’s good for stocks.” In this week’s #FactsVsFeelings we break down how increased government spending can ripple through markets in surprising ways. 🎧 hubs.li/Q03tF7kt0 #CarsonGroup #InvestingInsights #Geopolitics

Chief Tax Strategist Debra Taylor shared with @investmentnews why now is the time for advisors to consider a merger or acquisition. “This is not just a financial transaction – it’s an opportunity to amplify the impact of their life’s work.” 🔗hubs.li/Q03tBLWN0

Big news from Atlanta, GA! Please join us in celebrating DSF Wealth’s official rebrand to Carson Wealth. We’re proud to see this next step in their journey and excited for all that’s ahead under the Carson Wealth name. Same incredible team—now with a fresh new look!