The Financial Planning Association has entered into a three-year partnership with Carson Coaching, making the Ron Carson business its official coaching partner.
“The partnership is focused on supporting the business and leadership needs of FPA members and provides financial professionals with access to a wide range of services provided by Carson Coaching,” the FPA said in a release.
The program will provide complimentary access to Carson Coaching’s online platform, which offers on-demand coaching with 30 select courses; monthly, virtual group coaching sessions that cover a variety of business-building topics; discounts for Carson Group’s one-on-one executive business coaching; discounts to participate in Carson’s Emerging Advisor Growth Accelerator Program; discounts to local workshops and community-building events throughout the year and Carson’s annual conference in Las Vegas in September; access to video content and articles; and the ability to tap Carson coaches for speaking engagements.
“As they have in the past, Carson will continue to sponsor FPA conferences and provide memberships for their advisers," said Ben Lewis, the FPA's chief communications officer. "However, the real value of the program comes from being able to offer our members solutions that can help them build their businesses and best serve the needs of their clients.”
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
