VIEW TABLE OF CONTENTS
ADVISOR SUPPORT PLATFORMS Registered Investment Advisors (RIAs)
CARSON GROUP
For 20 years, the industry has been talking about the underrepresentation of women in wealth management. This year, Carson took a three-pronged approach to actually doing something: 1. Excell REPRESENT: A first-of-its- kind industry event 2. The State of Women in Wealth Management Report: Quantitative/qualitative study of the experiences of women in the profession that uncovered hidden insights about the causes of (and solutions to) underrepresentation 3. Partnership with Rock the Street Wall Street. Carson’s Women in Wealth Management
culture is unapologetically committed to empowering women and 2022 was about expanding that perspective outside of company walls to set a precedent within the industry.
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages $30 billion in assets and serves more than 47,000 families among its advisory network of 147 partner offices, including 52 Carson Wealth locations. For more information, visit www.carsongroup.com.
www.carsongroup.com
14
WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook