Carson Group Expands Equity Sharing Program to W-2 Advisors and Support Staff

Carson Group has introduced a new equity program that extends ownership opportunities to W-2 advisors, next-generation advisors, and operational team members. Previously limited to founding advisors through acquisitions, the initiative aims to retain talent and support succession planning within the firm.

By Alex Ortolani Tue, July 21, 2026 at 1:12 PM GMT+3 2 min read · Yahoo Finance ·

Carson Group Expands Equity Sharing Program to W-2 Advisors and Support Staff

Topics: Employee Equity Programs RIA Industry Trends Wealth Management

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