C2P Advisory Group

Life Health Pro: “Consistency is key for bringing new advisors up to speed”

The greatest piece of advice I could provide is to create and document or plug into an existing proven, streamlined and documented financial planning process that is repeatable for each [...]

Continue Reading

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.

Continue Reading

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

Continue Reading

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

Continue Reading

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 [...]

Continue Reading

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

Continue Reading

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?

Continue Reading

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

Continue Reading

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 [...]

Continue Reading

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 [...]

Continue Reading