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Client Investment Experience Webinar for Advisors


Delivering a Personalized Client Investment Experience

October 26, 2016

As a provider of services, rather than tangible products, the client investment experience matters. It matters a lot. The experience your prospects and clients have with your advisory service can impact whether they decide to become (or remain) a client, whether they are likely to refer you and how they interact with your firm in the future. Join us for our upcoming webinar Ordinary to Extraordinary: Delivering a Personalized Client Investment Experience

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10 Impacts for Advisors and Investors from the New DOL Fiduciary Rule [Infographic]

With the clock ticking until the new DOL fiduciary rule changes take effect later this year, many advisors are wondering how their firm–and their clients–will be impacted.

Although it is still unclear exactly what the final DOL fiduciary rule will look like, industry experts have predicted that it will have wide-ranging implications for the business models and compliance infrastructures of broker dealers, registered investment advisors and ultimately to investors. Impacts to advisors include increased regulatory costs and business expenses and potentially lower revenue. Impacts to investors include fewer options for smaller account sizes, increased rollover cash-outs and a potential decrease–from already low savings rates–in retirement savings for Americans. Check out the 10 impacts outlined below and consider if your firm is prepared to address them.

How are you preparing your practice for the new Fiduciary Rule? Tweet using #FiduciaryRule to share your ideas or questions on how this may impact your firm or your clients.

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4 Reasons Why Oil Won’t Rise Over the Short Term

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more


How to Control Money Worries and Start Really Living

Yahoo! Finance Article by Ron Carson

When my daughter and I took a six-day rafting trip down the Grand Canyon with 12 other people last summer, one of our companions was Gerry Abrams, the producer of “Houdini” and more than 70 other films. Read more



The FinTech Edge: Leveraging Integrated Technology

August 17, 2016

Technology has emerged as both a disrupter and a critical differentiator for today’s independent advisors and continues to play a leading role as a major driver of change, creating new opportunities and disrupting existing business models. Join us on this upcoming webinar to learn more  The FinTech Edge: Leveraging Technology in Your Practice for Strategic Advantage

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Technology for Financial Advisors

Technology matters more than ever for financial advisors and is a key to driving productivity, efficiency and growth for your firm. How plugged in is your firm when it comes to leveraging technology?

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Picking, Riding or Gathering: What type of Financial Advisor are you?

Published by: Melissa Mroczek | @MelissaMroczek

Much is said in our profession—especially lately with the changes implemented by the DoL amendment of the definition of fiduciary—about the difference between advisors.

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2016 3rd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more


Advisory firms using creative job titles to attract clients, staff

Ron Carson is quoted in Investment News article regarding creative job titles. Read more


How to Share Brexit With Your Clients

Wondering how to talk to clients about the potential impacts of the Brexit vote? This handy infographic can help.

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