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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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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InvestmentNews introduces 40 top advisers and associated professionals in the financial planning industry under age 40. Read Full Article
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Customization is king in 2015. Read Full Article | Read Full Series of Articles
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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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Few things infuriate people more than poorly designed technology. That’s clear to anybody who’s scoured a website for an hour, unable to find the one link she needs to get on with her day. Same goes for software that requires users to study Boolean logic. Read Full Article
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Financial Planning Organization Collecting Shoes to Help Fight Against Global Poverty
Cleveland, Ohio – February 25, 2015 – Clarity 2 Prosperity and Prosperity Capital Advisors, national financial planning organizations with offices throughout the country, has partnered with Soles4Souls, an international non-profit organization dedicated to fighting global poverty, for a national tax season fundraising campaign. [...]
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Annuities aren’t always an easy sell — the lack of overall awareness about how they work, along with media coverage of financial abuse and poor guidance, has created a tarnished reputation in the eyes of many consumers. Read Full Article
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Three days before Christmas, advisor Randy Carver had a heart attack in his office. A sales assistant searched the Internet for the proper first response and administered aspirin to the 50-year-old founder of Carver Financial Services in Mentor, Ohio. Doctors say that might have saved his life. Read Full Article
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“Don’t let the tax tail wag the investment dog” is among the most ubiquitous warnings in wealth management. It also might be the most overhyped one. Read Full Article
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