Carson Group

Oil spikes, supply tightens, and it’s not just gas—it’s diesel, shipping, fertilizer, and more. In Episode 179 of Facts vs Feelings, we unpack energy, inflation, and what it really means for markets. Listen now: bit.ly/41c6S2b #Inflation #OilMarkets

The firms that win with AI won’t be the ones chasing every new tool. Carson CEO Burt White and CSO Dani Fava share why discipline matters just as much as innovation. bit.ly/4sKD9sU

Most advisors assume AUM determines firm value. But two firms with the same AUM can command very different valuations. In our upcoming webinar, we break down the 5 drivers that shape enterprise value. Register today: bit.ly/4blN6Gi #RIA #WealthManagement

We’re proud to welcome Ted Agrillo and Agrillo Financial Group in Bethpage, NY to Carson Partners. Their focus on putting clients first and building with intention makes this a strong addition to our growing network. bit.ly/4drfGIQ

Think AUM = firm value? Think again. Enterprise value is driven by much more. Find out what really drives firm value in our upcoming webinar. March 24 | Register: bit.ly/4blN6Gi #RIA #WealthManagement

Owning the compute gets you the hardware, but real value comes when AI writes its own software and powers applications that actually move markets. Dive deeper into the AI shift in this week's episode with @RyanDetrick & @sonusvarghese. Full episode 👉 bit.ly/4lncIHx

Carson Group is pleased to announce that Furstenau Financial has joined Carson as an integrated office. Following a thoughtful evaluation process, they selected Carson to expand operational, planning, and technology capabilities. Learn more: bit.ly/4lylFxO

When European gas futures jump 75% in two days, it doesn’t stay local. Energy markets connect the U.S., Qatar, Europe, & Asia, so pressure in one region quickly spreads through inflation expectations & volatility everywhere👉 bit.ly/46JXAhk @RyanDetrick @sonusvarghese

40 wholly owned offices and growing. Zero Celsius Wealth Studio is now a wholly integrated Carson Wealth firm, strengthening our national footprint and practitioner-led model. Trust drives momentum. bit.ly/4rhpHeV

Decades of trust. A future of growth. Applied Financial Planning joins Carson Group as a wholly owned firm — expanding scale, succession, and resources to serve clients for generations. bit.ly/4spULKJ

AI’s biggest economic impact so far hasn’t been productivity gains. It’s been spending. Hardware, chips, and software investment drove a huge share of U.S. growth last year. That kind of capex shifts sectors and leadership. We unpack it in Episode 176.🎧 bit.ly/4cfdofr

AI is prompting RIAs to rethink contracts, budgets, and capacity. Here’s why Carson Group’s Chief Strategy Officer believes AI-focused firms may distinguish themselves in this environment and how this shift could influence growth and valuation. bit.ly/3MOFWSA

If AI is supposed to shake up the entire global economy, why does the anxiety feel so concentrated in one place? Step outside the U.S. for a second, and the picture looks different. That contrast alone should make you pause. 🎧 Full episode is live. bit.ly/4rU3PXL

Clients can see investment performance. Tax strategy is harder to spot. On Financial Advisor Success, Debra Taylor, Carson Group’s Chief Tax Strategist, explains how a seasonal service model turns tax planning into a measurable differentiator. bit.ly/4qQmSSC

Tech feels rough again. AI headlines are loud. Crypto is swinging. But this setup feels familiar. In the new Facts vs. Feelings, @RyanDetrick and @sonusvarghese break down what’s actually changing, what isn’t, and what it means for investors. 👉 bit.ly/4atEr4e

Another milestone in our succession strategy. Carson has fully acquired our Scottsdale office, formalizing a long-running partnership and strengthening continuity for the clients and next-generation advisors already in place. bit.ly/4rfPxRA

Some Fed debates never really leave. Familiar names, familiar arguments, and markets reacting all over again. Episode 173 is live, with @RyanDetrick and @Sonusvarghese breaking it down. 🎧 Watch or listen now: bit.ly/3NV1NIo #FactsVsFeelings #Markets #FederalReserve

We’re excited to welcome Roger Augustyn to Carson Wealth in Omaha. With nearly four decades of experience, Roger joins us with a strong focus on continuity and long-term care for the clients he’s served for years. bit.ly/4c7hh5Z

Growth built on trusted relationships. After a decade together, Carson has fully acquired the Carson Wealth Milton office, expanding our GA presence & strengthening our Atlanta-based team in Dunwoody to support broader planning and deeper client resources. bit.ly/45Q0EIe

Earnings momentum continues to favor companies with global revenue exposure as inflation stays elevated and leadership rotates beneath the surface. The data paints a more nuanced picture than the headlines. Full discussion on Facts vs Feelings 👉bit.ly/3MevYK1