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Financial Advisory  + Wealth Management  | 
AI Assistant “Steve” Joins Carson Group 

AI Assistant “Steve” Joins Carson Group 

Carson Group has introduced Steve AI, a conversational AI assistant designed to streamline advisor workflows by analyzing data in real time and delivering instant answers. The tool aims to give advisors more bandwidth to serve additional clients and strengthen relationships. 

Available 24/7, Steve AI assists advisors in locating vendor partner information, Carson tools, and essential forms—offering step-by-step guidance on demand. Carson Group estimates that Steve AI will save the average advisor five minutes per search, potentially saving over 5,000 hours per year. Additionally, it is expected to double the number of households advisors can serve within five years. 

“Our goal with Steve AI is to make expert content truly on-demand for advisors. We’re reducing friction, accelerating onboarding, and letting advisors focus on what they do best—building client relationships,” said Dani Fava, CSO of Carson Group. 

Carson Group, headquartered in Omaha, NE, manages over $42 billion in assets and serves more than 53,000 client families across its network of over 150 partner offices, including more than 50 Carson Wealth locations. 

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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