Page 89 - Carson Group News Today

Too Late For The Bitcoin Gold Rush? Money can still be made off Bitcoin purchased today, but scale works against performance matching the massive gains that have created a gold rush mindset for some. FOMO might be driving consumers to grab bitcoin now, but they might have missed the Gold Rush. Much like those who ran to California after gold was discovered, people rushing to buy Bitcoin are unlikely to discover the breathtaking fortunes found by the pioneers who came before them. Money can stil...

Main Street Financial Life Advisors, LLC® Joins Industry Leader Carson Partners News provided by Share this article OMAHA, Neb., March 17, 2021 /PRNewswire/ -- Main Street Financial Life Advisors, LLC ®, an independent investment management and financial planning practice with more than $163 million in assets under management is the latest firm looking to accelerate its growth and better serve clients by joining Carson Partners. Located outside of Philadelphia, Pennsylvania, in Moorestown, N...

Orions Chief Marketing Officer Departs Firm After nearly four years at the firm, Kelly Waltrich is leaving Orion and hinting at her own entrepreneurial endeavors. After nearly four years of heading up marketing, Orion’s Chief Marketing Officer Kelly Waltrich has left her role at the wealthtech firm. In confirming her departure from the company, Waltrich said that under her leadership, the marketing group at Orion had grown from one individual to a team of 38, and that she had helped op...

From portfolio stress tests to RIA business intelligence, the merger will help Orion compete with Envestnet. Eleven years after co-founders Praveen Ghanta and Raj Udeshi quietly launched their risk analytics platform startup HiddenLevers, the pair now find themselves announcing their firms acquisition by a far larger entity: Orion Advisor Solutions. After a long stretch of steady, organic platform development and customer growth, the plucky little Decatur, Ga.–headquartered HiddenLevers...

The latest in financial #AdviserTech — February 2021 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! February 16, 2021 41 MINS This month’s edition kicks off with the big news that Walmart has partnered with Ribbit Capital (one of the fintech venture capital firms that backed Robinhood) to begin creating its own fintech solutions for Walmart customers and employees. That would instantly create one ...

Share this article Share this article SCOTTSDALE, Ariz., Feb. 11, 2021 /PRNewswire/ -- Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced its decision to join the Carson Partners network.    The firm is led by Senior Wealth Advisor, Kevin P. Lane, who founded Lane Brothers & Co. in 1990, making the firm one of the pioneers of the movement away from Wall Street wirehouses and towar...

Hey, Robinhood traders: These ‘non-bubble’ stocks can also be good bets for you MarketWatch 2/3/2021 DEEP DIVE Momentum trading is all the rage, at least on Reddit boards and on the Robinhood trading platform. But the principles of long-term investing haven’t changed. If you have a diversified strategy and stick with it, you are likely to have good compounded returns over the long haul. There are always people who are new to investing. And to trading. For those who are only thinking abo...

Carson Group acquires $200 million firm Doylestown-based Strategic Wealth Partners is Carsons first foray into Pennsylvania. January 27, 2021 Carson Group, the Omaha, Nebraska-based hybrid registered investment advisory firm managing more than $12 billion, has acquired Strategic Wealth Partners, a wealth management firm managing $200 million in Doylestown, Pennsylvania. The deal was an equity swap with the firm’s owners, founders Karl Kimball and Michael Edwards. The transaction will help the...

Conferences are planning in-person events in 2021 Some companies are prepping for in-person events slated for the second half of 2021. The industry is hoping to meet face-to-face again as COVID-19 vaccines are being distributed across the country. January 26, 2021 2 MINS Nearly a year has gone by since the COVID-19 pandemic shuttered doors to in-person conferences, and the industry responded accordingly by converting most live events into virtual experiences.  Today, the ...

  VICTORIA -- Shopping for new appliances, furniture or a vehicle? Vancouver Island showrooms are full but customers may be caught off guard when they’re told how long it’s going to take to get their product from the manufacturer. Once again, you can thank the pandemic for those delays.  Eric Barney, a sales manager with Landsdowne Appliance in Victoria, says what used to take between two and four weeks is now taking up to 12 weeks. “It’s kind of unpredictable,” he says. It al...