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Financial Advisory  + Wealth Management  |  May 19, 2025
AI Assistant “Steve” Joins Carson Group 
Joe Palmisano
By: Joe Palmisano

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. 

Read More News Stories About: Carson Group
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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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