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Ron Carson Ranks in Barron’s Top 100 Independent Advisors for 10 Years Straight

When Ron Carson’s college football career at the University of Nebraska got sidelined by an injury in 1983, he quickly found another pursuit: selling life insurance. Read more

Blog

Another Black Eye for Social Security

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News

3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

News

Is Your Financial Advisor a Fiduciary?

Published By Brett Carson

Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years. Read more

Blog

The Hidden Threat That Wealth Managers Aren’t Talking About

Published By Ron Carson | @rchusker

When the Telecommunications Act of 1996 deregulated the telecom industry, executives at the old regional Bell companies faced a momentous decision. They could join the disruptors who began using fiber optic networks to provide phone service at a fraction of what it once cost, or they could try to fight the evolution of the industry by continuing to rely on their old copper networks and lobby for regulation that would block new players. Read more

Blog

Is Higher Inflation Just Around the Corner? Strategies to Stay One Step Ahead

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Blog

9 Hidden Risks that Threaten Retirement Today and How to Conquer Them

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Videos

What does it take to build a billion dollar firm?

The financial services industry is evolving rapidly. To grow, advisers need to adapt. Ron Carson shares with Investment News some advice from the trenches. Read more

What is a $1B Practice?

Blog

What is a $1B Practice?

When financial advisors are growing their practice, you’ll often hear them refer to reaching a threshold of where they want to be, “I want to hit $100 million, “ or, “My goal is to be at $500 million, “ or the lofty, “I want to be a $1 billion practice.”

But what number are they actually referring to:  market value, revenue, profit, assets under management (AUM), assets under advisement (AUA)? It ‘s hard to hit a goal—and build a team that’s on board to support you—that isn’t clearly defined and clear to everyone pursuing it. Read more

Blog

Are You Sitting On Cash?

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