Yahoo! Finance: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”

Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur announces the release of his new book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement.” Read Full Article

Continue Reading

Chicago Tribune: Bucket plan could be lifesaver in retirement

A bear market just as you enter retirement couldn’t come at a worse time if you’re forced to sell securities after prices have plunged. Certainly, many investors today worry about how long the bull market can keep running. Read Full Article

Continue Reading

Inc: Clarity 2 Prosperity Lands on Inc. 5000 List

For the third consecutive year, Clarity 2 Prosperity has been named to the Inc. 5000 list of the fastest-growing companies in America coming in at #1995. See the full list

Continue Reading

U.S. News & World Report: Watch Out for This 401(k) Rollover Loophole

When a job change is on the horizon, don’t forget to roll over 401(k) assets. That message apparently has gotten through to most workers. According to a recent Investment Company Institute study, 59 percent of households with a traditional individual retirement account had IRAs that included rollover assets in 2016, and 82 percent [...]

Continue Reading

AM Best: Advisers, Brokers Scrambling to Beat DOL’s June 9 Fiduciary Deadline

Retirement advisers, brokers and dealers are speeding to change the way they deliver planning advice ahead of the June 9 deadline of the federal fiduciary rule, against which the industry has fought a year-long battler. Read Full Article

Continue Reading

Life Annuity Specialist: IMOs Prep Themselves for the DOL Rule

While industry manufacturers prepare for the long-awaited June 9 phase-in of DOL’s Conflict Interest Rule, key distribution players on which the brunt of the rule’s requirements will fall — independent marketing organizations — are themselves scrambling to become DOL ready. Read Full Article

Continue Reading

InsuranceNewsNet: Holistic Advisor Academy June 20-22 in Cleveland, OH

Now open to financial advisors—regardless of corporate affiliation! Read Full Article

Continue Reading

Crain’s Cleveland: Fast-growing Westlake firm recruits industry vet

Finance industry vet Doug King once planned to recruit Jason Smith and his partners, who run two financial institutions and a training service for financial advisers in Westlake, to Cetera Advisor Networks in California, one of the country’s largest independent broker-dealers. Read Full Article

Continue Reading

Crain’s Cleveland: Prosperity Capital Advisors names Douglas King as president and CEO

Prosperity Capital Advisors, a Westlake-based registered investment advisor, has named Douglas King as its president and CEO. Read Full Article

Continue Reading

Life Health Pro: “IMOs to DOL: Fiduciary rule class exemption sets too high a bar”

In respect to the last, the DOL proposal estimates that an IMO with average sales of $2 billion could satisfy this liability requirement by setting aside $20 million. If valued at 7 percent (3 percent net), the IMO’s “attendant opportunity cost” would total $1.4 million ($600,000 net) in the first year. Continue Reading