C2P

Financial Planning: “Why online virtual meetings are gaining favor”


Eric Roberge, founder of Beyond Your Hammock, a Boston registered investment adviser, says that he uses virtual discussions for 95% of client and prospect meetings, citing their flexibility. Read Full Article

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Bankrate: “Fed minutes: Jobs surprise, Brexit worry”


The government’s last jobs report gave the Federal Reserve’s rate-setting panel a jolt that set off worries about the health of the job market. Read Full Article

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MDRT: “7 steps to prepare for the DOL rule”


MDRT member Jason Smith offers tips for preparing for compliance with the U.S. Department of Labor’s fiduciary rule. Read Full Article

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Financial Planning: “Factor in this approach when building client portfolios”


As the debate between active and passive management rages on, there has been more interest in a hybrid approach to building a portfolio using a factor-based approach. Read Full Article

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Life & Health Advisor: “
The Emergence of the Holistic Advisor”


The overwhelming growth trend of independent RIAs and dually licensed firms continues to be an undeniable force in the financial industry. Read Full Article

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U.S. News & World Report: “Should a Financial Guru be Dictating Your Money Matters?”


They have baby steps, checklists and books galore, but is it really a smart idea to follow the advice of a budgeting superstar? Read Full Article

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Investment News: “As DOL fiduciary clears latest hurdle, advisers expect changes will be made”


Both proponents and opponents predict more tweaks under way as proposal moves forward. Read Full Article

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U.S. News & World Report: “3 Things to Do Before Your Financial Advisor Retires”


Will your financial advisor be hanging up his or her hat soon? Don’t panic here’s how to make a seamless transition. Read Full Article

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Life Health Pro: “The 10 biggest announcements from life and health insurers this week”


Paradigm shift news roundup: Benefitfocus & HealthTap, Life Happens, MassMutual, PlanSource & MetLife, Holistic Advisor Academy, LifeMark, Partners Advantage Insurance Services, Renaissance, Standard Life Investments, Voya. Read Full Article

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Life Health Pro: “Meet 4 leaders that are transforming the insurance industry”


Nominations for the National Underwriter Industry Elite Awards grow stronger each year. They are a who’s who of the best and brightest in the categories of market innovation, industry awareness, community outreach and best rising star. Read Full Article

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