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Carson: Advisors Failing Clients

In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Omani Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at …

Community Connections – TDAI Advisor Solutions Magazine

Growing up on a farm in Nebraska, Omani Carson witnessed financial hardship firsthand. During the farm crisis of the 1970’s, crop prices were at rock bottom, many farmers had debts they couldn’t repay and family farms were going out of business, replaced by larger, more industrialized operations.

Do You Know What You’re Paying Your Financial Advisor?

Looking for a financial advisor? Wondering how you’ll pay him or her — and just how much? There are three types of advisors you can work with, according to certified financial planner Omani Carson, founder and CEO of Carson Wealth Management Group.

Is the Future for Robo-advisors Bright…or a Bust?

The following is an excerpt from an article by Andrew Osterlund, special to CNBC.com The growth of automated investment advice platforms — also known as robo-advisors — is a top theme of just about every conference in the advisory industry these days. What’s more, pundits are debating …

3 Reasons Why Robo-Advisors May Not Be for You

While robo-advisors may be a fit for certain investors, they’re not for everyone. Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of ro …

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