OMAHA, Neb. and RICHMOND, Va., Oct. 12,
2021 /PRNewswire/ -- Carson Group, one of the fastest
growing financial services firms in the country, announced its
integration with Envestnet | MoneyGuide.
Foundational-Focused Tools Can Benefit Advisors and
Clients
- Carson Group's partner advisors now have full access to
MoneyGuide's product suite, including the MyBlocks offering, from
within their existing Salesforce and Client Portal experience.
- MyBlocks is a great toolbox for advisors working with clients
on foundational needs and is especially game changing for associate
advisors who are working mostly with millennial clients. This suite
of tools can also grow with the organization and its advisors.
New Ways to Help Clients Intelligently Connect Their
Financial Lives
- Wealth Studios, which provides detailed cash flow planning
reports and advanced estate and legacy planning tools, is now
available to Carson Group-affiliated advisors serving
high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
- Wealth Studios, at the other end of the spectrum of wealth
planning compared to clients just starting out, offers innovative
solutions for estate planning and income distribution.
This launch further optimizes Carson Group's existing
integration with Envestnet | Yodlee, as Envestnet | Yodlee
Investment Data Enrichment empowers Carson Group advisors to
recognize opportunities for their clients.
"At Carson Group, our massive transformative purpose is to be
the most trusted name for financial advice," said Ron Carson, Founder and CEO of Carson Group.
"Sound financial advice comes from diligent planning that looks
beyond just retirement. By engaging with Envestnet | MoneyGuide, we
are now providing our partners with seamless access to industry
leading, innovative financial tools and calculators that can
empower them to give instantaneous and even more powerful advice to
clients that addresses their entire financial life."
Carson Group serves financial advisors and investors through its
three businesses -- Carson Wealth, Carson Coaching, and Carson
Partners. Recognized year after year by Barron's as one of
America's top wealth management firms, Carson Group is a four-time
member of the Inc. 5000 list of America's fastest-growing
companies. Carson currently manages $18.4
billion in assets and serves more than 38,000 client
families across the United
States.
"Carson Group and Envestnet | MoneyGuide are fully aligned on
the vision of what is needed to deliver the future of financial
advice today," said Tony Leal,
President of Envestnet | MoneyGuide. "No two clients are alike,
and to truly provide valuable financial advice in the digital
economy advisors need planning tools that focus on the individual.
That is the idea behind every MoneyGuide product. I have been eager
to work with Ron Carson over the
years and this new venture will help empower advisors across Carson
Group's ecosystem to deliver trusted advice that helps clients to
reach their life goals and achieve financial wellness along the
way."
Carson Group is consistently recognized as one of the leading
RIAs and wealth management firms in the industry and a Best Places
to Work for Financial Advisors. Information on Envestnet |
MoneyGuide's more than 200 integrations is available at
https://www.moneyguidepro.com/ifa/Home/IntegrationPartners.
"Carson Group advisors serve clients from many different wealth
backgrounds – from 'foundational clients' who are just beginning to
build wealth all the way up to UHNW -- and this integration with
Envestnet | MoneyGuide empowers advisors solving for the needs of
clients across that broad range," said Erin Wood, Carson's Senior Vice President of
Financial Planning and Advanced Solutions. "We see MoneyGuide
as a cohesive solution for every client, for any income range and
any net worth."
About Carson
Carson Group serves financial advisors
and investors through its businesses including Carson Wealth,
Carson Coaching, and Carson Partners. The family of companies
offers coaching and partnership services to advisor firms – and
straightforward financial advice to the investing public. All three
organizations are headquartered in Omaha,
Nebraska, and share a common mission to be the most trusted
for financial advice. For more information, visit
www.carsongroup.com.
About Envestnet
Envestnet refers to the family of
operating subsidiaries of the public holding company, Envestnet,
Inc. (NYSE: ENV). Envestnet is transforming the way financial
advice and wellness are delivered. Our mission is to empower
advisors and financial service providers with innovative
technology, solutions and intelligence to make financial wellness a
reality for everyone. Nearly 108,000 advisors and more than 6,000
companies including: 17 of the 20 largest U.S. banks, 46 of the 50
largest wealth management and brokerage firms, over 500 of the
largest RIAs and hundreds of FinTech companies, leverage Envestnet
technology and services that help drive better outcomes for
enterprises, advisors and their clients.
For more information on Envestnet | MoneyGuide, please visit
www.moneyguidepro.com and follow us on Twitter at
@ENVMoneyGuide or LinkedIn.
Investment advisory services offered through CWM, LLC, an SEC
Registered Investment Advisor. Carson Partners, a division of CWM,
LLC, is a nationwide partnership of advisors. Carson Partners, a
division of CWM, LLC, is a nationwide partnership of advisors.
Carson Coaching and CWM, LLC are separate but affiliated companies
and wholly owned subsidiaries of Carson Group Holdings, LLC. Carson
Coaching does not provide advisory services.
Carson Group and Envestnet are separate and unaffiliated firms.
This release should not be construed as a recommendation or
endorsement of any particular product, service, or firm.
Barron's Top RIA Firms: Awarded to Carson Group (2021) Barron's
rankings are based on data provided by over 4,000 of the nation's
most productive advisors. Factors included in the rankings: assets
under management, revenue produced for the firm, regulatory record,
quality of practice and philanthropic work. Listing in this
publication is not a guarantee of future investment success. This
recognition should not be construed as an endorsement of the
advisor by any client.
Press Contacts:
JConnelly for Envestnet
Laura Marvin
973.349.2959
lmarvin@jconnelly.com
JConnelly for Carson Group
Lisa Aldape
973.525.6550
laldape@jconnelly.com
Carson Group
14600 Branch Street
Omaha, NE 68154
Meg Ronspies
402.810.9688
mronspies@carsongroup.com
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SOURCE Carson Group; Envestnet | MoneyGuide