Inside Carson Group’s $60B Growth Story and Its Big AI Bet

Inside Carson Group’s $60B Growth Story and Its Big AI Bet

There’s been much talk about AI tools, and other tech, helping financial advisors serve more clients more effectively. Increasingly, there’s proof. Carson Group advisors, for example, have boosted their book capacity by 18% in 2026 compared with 2025 without seeing a drop in client-service quality, according to CEO Burt White, thanks to a combination of internal and external technology. The development of AI agents and better data management can…