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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...
Gold is sometimes touted as a tool for protecting wealth from rising prices. But history shows the challenges of using gold to offset the impact...
Advise your clients on 529 plans and more tax-efficient strategies with powerful insights from a recent episode of "The Bucket Plan® On-Demand" podcast. In this...
Are you trying to save for a loved one’s education or looking to optimize your existing plans? Consider a tax-efficient strategy known as a 529...
