Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Life Health > Running Your Business

Carson Group Renames 2 Business Units

By Janet Levaux

X
Your article was successfully shared with the contacts you provided.

The Carson Group has renamed some of its businesses. Carson Group Coaching is the new name of Peak Advisor Alliance, and Carson Group Partners replaces Carson Institutional Alliance.

“Every business decision we make starts with the client in mind,” said Ron Carson, founder and CEO of the Omaha, Nebraska-based Carson Group, in a statement.

“The rebrand reinforces this mindset and sends a message to advisors that if you’re an advisor looking to grow, we are here to help every – or any – step of the way,” Carson explained.

Carson Group Partners says it has “more than doubled” the level of its assets under advisement to about $8.6 billion over the past three year and has more than tripled the number of its partner advisor firms.

In addition, the group notes that its partner offices grew at an average rate of 21.71% over the past two years.

Carson Group Coaching now works with 1,208 firms that include more than 5,000 advisors in the U.S. and Canada.

“No other organization combines the practitioner’s perspective we’ve gleaned in coaching thousands of firms over the years with the optionality to become a Barron’s-caliber business overnight; and the rebranding of Carson Group simply brings that differentiator to the forefront,” said Aaron Schaben, managing partner at Carson Group Partners, in a statement.

— Check out Ron Carson — The Advisor’s Advisor: The 2017 IA 25 on ThinkAdvisor.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.