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Carson Group's 2023 Excell Conference: Fueling Financial Advisor Growth

August 10, 2023

/PRNewswire/ --Growth-minded financial advisors looking to unlock their true potential are set to descend on Nashvilles Music City Center this fall for one of...

United States Marques Ogden Lucas Miller Mona Vernon Anousheh Ansari Ron Carson

Source: prnewswire.com

Choir Announces First Certified, Inaugural Partner Conferences

March 24, 2022

Envestnet's 2021 Advisor Summit and Informa Connect's RIA Edge are among the first certified events.

Mark Bruno Sonya Dreizler Liv Gagnon First Affirmative Financial Network Carson Group Excell Choir Certified

Source: wealthmanagement.com

RIAs should brace for technology disruption

October 16, 2021

Fintech experts say the next disruption could come from out of the blue, and that advisers should avoid embracing tech for tech's sake.

Adam Grealish Jon Mauney Madeline Parra Las Vegas Andrew Rogers Altruist Corp

Source: investmentnews.com

Insurance products are morphing into securities

October 14, 2021

Pesky commissions aside, the insurance industry is quickly blending into the securities markets, at least from a regulatory perspective.

Dylan Tyson Ron Barrett Las Vegas Carson Group Excell Carson Group Wall Street