News
As we enter the final quarter of 2024, our team at Prosperity Capital Advisors (Prosperity) is here to share what we're seeing in the markets...
As we gear up for the 2024 presidential election, it’s important to consider about how some of the candidates’ proposals will inevitably affect your financial...
The US stock market has been on a winning streak, so some investors may have been jolted when the S&P 500 fell more than 6%...
This guide outlines key considerations, common obstacles and options for financial advisors transitioning from a broker-dealer to a registered investment advisor (RIA) model. We're here...
CLEVELAND, August 08, 2024 – Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), proudly announces its recognition as one of the 50 Fastest...
Email & More Marketing Must-Haves to Grow Your Business As a financial advisor, you probably know that effective communication with prospects and clients is essential...
CLEVELAND, July 22, 2024 – Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce that Dave Alison, CFP®, EA,...
In the world of retirement planning, there is a hidden gem to create substantial income tax savings: Net Unrealized Appreciation (NUA). It is a clunky...
For financial advisors, maintaining strong client relationships and attracting new prospects are crucial for ongoing success. Even during slower seasons, engaging in creative events and...
Breaking Down the Myths Around Annuities for Retirement Planning Annuities can be a useful tool for securing retirement income, but they're often misunderstood or overlooked...
While annuities can provide some compelling benefits for retirement income planning, they are sometimes misunderstood or overlooked by investors and financial professionals alike. Why? For...
The steel city of Pittsburgh set the stage for C2P's 2024 Mastermind Collegium (MMC) where financial advisors from across the nation gathered to forge their...
