Articles tagged "Carson Group Holdings"
How an RIA's tweets pointed out the obvious--the lack of diversity in the mostly white RIA industry-- and opened the door to a dialogue on creating more minority opportunity
Patrick Ortman, a solo RIA who grew up among Black siblings, set out to congratulate RIA firms with diverse staffs, but a simple search found just the opposite.
June 25, 2020 at 1:51 AM
Ron Carson 'arrived' after investing $52 million, grabbing Orion and TD talent and letting his hair down
Pumping out content 'like Netflix' and preparing for an Amazon fee squeeze, the Omaha entrepreneur is set to just keep investing in growth
January 23, 2018 at 7:44 PM
How Brent Brodeski 'cut the middleman out' to get a no-strings $50 million for succession nirvana
Needing to cash out retiring partners, Savant Capital's CEO thought he needed to sell his $4.7B RIA -- 70 'conversations' later he met the potential moneymen
October 5, 2016 at 5:55 PM
What to make of Ron Carson selling 29% of his empire for $35 million -- and how he's evolved his no-pain, no-gain approach to attract a new generation of talent
Improbably, the master motivator of Omaha is seeking a few good millennial slackers en route to building a firm that exudes as much silicon as charisma