Our Favorite Financial Advisor Tools to Add to Your Tech Stack
As financial advisors grow their businesses, their operational needs can drastically change, along with the need to provide competitive services. That’s where financial advisor technology comes in. The best financial advisor tools will enhance your processes, save you time and money and foster connections with clients about their specific goals. Today’s technology offerings can …
Is it Time to Say Goodbye to the OSJ Model?
Advisors who fall under OSJs typically find themselves paying exorbitant fees for a middleman. At the same time, you own your business, yet you’re still answering to a supervisor. That’s not freedom. If you’re spending your hard-earned revenue on additional support, make sure you’re getting the value you deserve. Join us for a special webinar …
Run, Grow and Love Your Business: A Look Inside Carson Partners
Advisors wear every different hat for their firm – from advisor to business owner to marketer – and that can often keep them from focusing on the parts of their business that they enjoy most. But what if you had the back-office support to spend more time on your favorite parts of being an advisor? …
For Women in Wealth Management, Practice Makes Perfect for Prospecting
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The 2022 study is based on survey data and interview input from a wide selection of cross-channel financial advisors. Within the industry, there’s a pervasive belief that …
How Women Advance (and Don’t) in Wealth Management
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The 2022 study is based on survey data and interview input from a wide selection of cross-channel financial advisors. While getting women into financial advice roles is …
The State of Women in Wealth Management Report: Key Findings
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report. In early 2022, my colleague Julie Ragatz, Ph.D., and I embarked on a research journey together. Our goal? Dive into the experience of women working in wealth management to uncover the barriers to entering and …
Staying on Top of SEC Marketing Rule Changes
Changes to the Securities and Exchange Commission’s “Marketing Rule” recently went into effect, and they impact everything from testimonials to the definition of an “advertisement.” Staying in compliance with these rule changes can be challenging for advisors, but our on-demand webinar “Staying on Top of SEC Marketing Rule Changes” can help you stay on track. …
Market Update: How 2023 Could Hinge on Inflation Control
The new year brings fresh hopes for investors and the markets, but also the threat of a recession, lingering worries about inflation and other uncertainties. Is the market volatility of 2022 behind us? Is inflation finally under control? What else should advisors be prepared for? Join Carson’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, …
How SECURE 2.0 Act Shifts the Retirement Planning Landscape
The SECURE Act brought big changes to retirement planning when it was signed into law in 2019. Now, its sequel – dubbed SECURE 2.0 Act – has just passed as part of the 2023 budget. Though SECURE 2.0 Act’s changes to the retirement landscape aren’t quite as sweeping as the original, there’s still plenty advisors …
The Financial Advisor’s Guide to the SECURE 2.0 Act
Unlike its predecessor, the SECURE 2.0 Act makes major revisions to help Americans save for retirement, which advisors need to understand. The new rules bring plenty of changes for retirees, workers, employers and small business owners. Congress made a clear effort to call out the importance of having an emergency fund and college funding, and …