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February 19, 2020 at 04:30 PM
Michael David (left) of Carson Group, Tom Ruggie of Ruggie Wealth Management, Teri Shepherd and Ron Carson of Carson Group on stage at TD Ameritrade’s LINC 2020 event. (Photo: Jeff Berman/ALM)
Carson Group will start covering technology costs for its partner firms starting April 1, the Omaha, Nebraska-based firm said at this week’s Technology Tools for Today Advisor Conference in San Diego.
The firm will pick up the tab for software platforms from Salesforce, Orion, Smarsh and Egnyte in April and include eMoney on May 1.
The initiative means that “instead of spending time and money evaluating and adopting technology, wirehouse advisors, IARs and RIAs in the Carson Partners network can now, more than ever, focus on what matters and maximize the value they deliver to the families they serve,” said Carson Group.
The firm’s latest milestone, reaching $12 billion in assets under management, is a “testament to our advisors and their dedication to serving nearly 32,000 families across” the U.S., according to Carson President Teri Shepherd. “We want our partners to have the resources to continuously reinvest in optimization and growth.”
