College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
The Future of Planning
By Marie SwiftIn recent years, one of the most important trends in the financial planning industry has been a growing awareness of the planner's need to stimulate...
April 25, 2008
Credit Crunch ConcernsThe Bush administration has asked that Congress permit it to buy billions of dollars in federal student loans, endorsing a provision in a bill passed...
April 22, 2008
Financial School Seeks Names Of Dedicated SupportersThe American College is asking for nominations for the 2008 Huebner Gold Medal award.The Bryn Mawr, Pa., financial services school developed the program to honor ...
April 19, 2008
Educational alliance formedAs of Jan. 1 of this year, anyone hoping to earn a Certified Financial Planner certificate must hold a bachelor's degree. To address that need and give its students a head start on the needed degree, The American College has teamed with Webster
April 18, 2008
Educational alliance formedAs of Jan. 1 of this year, anyone hoping to earn a Certified Financial Planner certificate must hold a bachelor's degree. To address that need and give its students a head start on the needed degree, The American College has teamed with Webster
April 18, 2008
529 savings plans on regulators' radarIf you sell 529 college savings plans, now is the time to tighten your sales practices to ensure client suitability. That's because both the NASD and the SEC are cracking down on violations in sales of these popular programs. The NASD, for
April 17, 2008
529 savings plans on regulators' radarIf you sell 529 college savings plans, now is the time to tighten your sales practices to ensure client suitability. That's because both the NASD and the SEC are cracking down on violations in sales of these popular programs. The NASD, for
April 01, 2008
Living your missionThe following is based on one of Norm Trainor's clients, Joel Goodhart. When I first started coaching Joel Goodhart, he was a Top of the Table advisor and was already a peak performer. Yet, like many successful financial advisors, Joel has a