C2P

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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Life Health Pro: “How to succeed as a multigenerational advisor”


As the managing partner of Allied Financial Consultants, LLP, John Gibbons has been helping clients protect their standard of living while developing strategies for wealth accumulation and retirement income for over 35 years, giving him the opportunity to advise the different generations of families. Read Full Article

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Investment News: “40 Under 40”


InvestmentNews introduces 40 top advisers and associated professionals in the financial planning industry under age 40. Read Full Article

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Life Health Pro: “100 best sales & marketing ideas: 31-40”


Customization is king in 2015. Read Full Article | Read Full Series of Articles

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Glassdoor: ” 5 Tips To Answer The Dreaded “Tell Me About Yourself” Interview Question”


If you’re going on a job interview, then it’s likely you are going to get the often dreaded “tell me about yourself” question thrown your way. Read Full Article

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