Carson Group appoints rising star Hopkins as head of wealth solutions – Citywire USA

ImageDetail 74152c08 b807 4803 a84c 4217a3524907 ThreeByOne?v=637586711924215387

Ian Wenik

The RIA’s director of retirement research Jamie Hopkins will now oversee financial and tax planning for the RIA.

Jamie Hopkins is moving up in the ranks at Carson Group.

Hopkins (pictured), has been promoted to serve as managing partner of wealth solutions for the $16bn RIA. In his new role, Hopkins will be responsible for overseeing the Omaha, Neb.-based RIA’s financial and tax planning strategy, as well as its advisor coaching business, Carson Coaching.

‘I couldn’t be more excited to be given the opportunity, especially with all we have planned for becoming the most trusted source for coaching and content in the industry,’ Hopkins said in an email. ‘It’s a momentous time for the entire organization, and I’m glad to be a part of this next chapter of growth for us all.’

Carson Group hired Hopkins in 2019 to serve as its director of retirement research. He had been working as a professor of retirement planning, insurance law and estate planning at the American College of Financial Services, a distance learning college that trains advisors to obtain professional designations such as CFP certification.

Hopkins has become a more prominent public face of Carson Group since he joined the RIA. He now hosts his own podcast, ‘Framework,’ which has attracted guests such as financial planning expert Michael Kitces and Betterment founder Jon Stein.

‘He’s been such a valuable leader on the team for the past two and a half years,’ Carson Group chief executive Ron Carson said of Hopkins. ‘To me, this is a big step for our growing community of advisors and Carson’s mission to become the most trusted for financial advice.’

Hopkins will report to Aaron Schaben, who serves as Carson Group’s co-president alongside Teri Shepherd.

Carson Group is backed by private equity firm Long Ridge Equity Partners. The RIA has its own in-house RIA, Carson Wealth, as well as a partnership affiliation model, Carson Partners, which charges advisors a basis point fee for access to its investment platform and technology.