Inaugural ranking highlights dynamic advisors across the country who excel at serving clients with transparency, education, and personalization CLEVELAND, Feb. 1, 2024 /PRNewswire/ -- C2P, an organization designed to simplify financial planning for advisors and the clients they serve, proudly announces Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and Bryan Bibbo, ...

The favorable tax changes from the 2017 Tax Cuts and Jobs Act (TCJA) will 'sunset' or expire by the end of next year. Financial advisors and tax professionals should prepare clients for the effects of this act ending to prevent surprises in January 2026. Understanding the Tax Expiration of 2026 ...

Recognized for bringing impactful solutions to financial advisors, firm's president & founding partner continues transforming the industry through thought leadership and education.  CLEVELAND, Ohio, Dec. 14, 2023 – C2P, an organization designed to simplify financial planning for advisors and the clients they serve, is pleased to announce that the company's ...

The U.S. Department of Labor (DOL) recently proposed a new fiduciary rule on October 31,2023 that attempts to redefine the criteria used to identify fiduciary investment advice. The proposal’s goal is to help ensure that financial professionals prioritize their client's best interests in retirement planning over their own financial gain. ...

Scaling up and securing your practice’s future begins with clear career paths and compensation models The financial services industry has changed a lot in the last decade, with many successful firms committing to big organizational shifts. No longer the realm of small, siloed operations, today's productive and scalable firms are ...

Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused by behaviors more common to them or the way the wealth management industry has historically perceived them. However, with women poised to be on the receiving end of a massive ...

Asset allocation is a crucial concept for financial advisors to communicate effectively. When clients clearly understand their investment strategy, they feel more confident and engaged in their financial planning. However, taking the somewhat broad topic of asset allocation and attempting to explain it to those not as well versed in ...

The June 2023 Mastermind Collegium, or MMC, has come and gone, marked by a talented group of speakers and guests that descended upon Cleveland, Ohio. The venue was the gorgeous Hilton Cleveland Downtown that showcased views of C2P’s home city to all the financial advisors and their teams who attended. ...

CLEVELAND, Ohio — We are proud to share that our own Dave Alison, President and Co-founder of C2P, was named one of the financial industry’s top up-and-comers under the age of 40 by InvestmentNews. Based on his remarkable accomplishments, contributions, leadership, and promise in financial services — the four criteria ...