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

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

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

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

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

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

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

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

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

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