USA financial news

Carson Group appoints rising star Hopkins as head of wealth options

Jamie Hopkins is shifting up within the ranks at Carson Group.

Hopkins (pictured), has been promoted to function managing companion of wealth options for the $16bn RIA. In his new function, Hopkins can be liable for overseeing the Omaha, Neb.-based RIA’s monetary and tax planning technique, in addition to its advisor teaching enterprise, Carson Teaching.

‘I couldn’t be extra excited to be given the chance, particularly with all we’ve got deliberate for changing into probably the most trusted supply for teaching and content material within the business,’ Hopkins mentioned in an e mail. ‘It’s a momentous time for all the group, and I’m glad to be part of this subsequent chapter of progress for us all.’

Carson Group employed Hopkins in 2019 to function its director of retirement analysis. He had been working as a professor of retirement planning, insurance coverage regulation and property planning on the American Faculty of Monetary Companies, a distance studying faculty that trains advisors to acquire skilled designations similar to CFP certification.

Hopkins has turn out to be a extra outstanding public face of Carson Group since he joined the RIA. He now hosts his personal podcast, ‘Framework,’ which has attracted company similar to monetary planning knowledgeable Michael Kitces and Betterment founder Jon Stein.

‘He’s been such a invaluable chief on the staff for the previous two and a half years,’ Carson Group chief government Ron Carson mentioned of Hopkins. ‘To me, it is a massive step for our rising neighborhood of advisors and Carson’s mission to turn out to be probably the most trusted for monetary recommendation.’

Hopkins will report back to Aaron Schaben, who serves as Carson Group’s co-president alongside Teri Shepherd.

Carson Group is backed by non-public fairness agency Lengthy Ridge Fairness Companions. The RIA has its personal in-house RIA, Carson Wealth, in addition to a partnership affiliation mannequin, Carson Companions, which expenses advisors a foundation level price for entry to its funding platform and expertise.

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