Carson Group Launches NextGen Advisor Council and Career Path Framework

Event summary

  • Carson Group launched its inaugural NextGen Advisor Council on January 15, 2026, comprising 11 advisors from various Carson Wealth offices.
  • The firm also introduced a Carson Wealth Career Path Exercise for Advisors, a framework to support advisor development and progression.
  • Carson Group manages over $55 billion in assets and serves more than 54,000 client families among its advisory network of 150+ partner offices.
  • The initiatives follow the recent launch of Carson Group’s advisor mentorship program.

The big picture

Carson Group’s latest moves underscore the wealth management industry’s growing focus on succession planning and advisor development. With 68% of next-generation professionals at RIAs seeking well-defined career paths, the firm’s initiatives aim to bridge the gap between advisor expectations and reality. The launch of the NextGen Advisor Council and career path framework reflects a strategic effort to ensure long-term talent retention and sustainable growth.

What we're watching

Advisor Retention
Whether the new career path framework will effectively address the 68% of next-generation professionals seeking clear advancement paths.
Industry Benchmarking
How Carson Group’s initiatives compare to other RIAs in attracting and retaining next-generation talent.
Program Impact
The pace at which the NextGen Advisor Council influences firmwide planning and initiatives.