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.
Transition From Transactions
By Staff WriterHarold Evensky started in the investment business after years as a homebuilder, getting licensed as a broker at a large brokerage firm. When he started...
October 27, 2005
NASD Acts On College Savings Plan Supervision ReportsThe National Association of Securities Dealers has imposed a $500,000 fine on Ameriprise Financial Services Inc. in connection with what the NASD says were ...
October 25, 2005
Insurer Adds 529 VeteranHartford Financial Services Group Inc. has hired Jeff Coghan to be director of college savings plans.[@@]Coghan, who will be responsible for marketing Section 529 ...
October 19, 2005
NASD May Charge MetLife Over 529 Plan SalesThe National Association of Securities Dealers will probably charge MetLife Inc.'s securities unit with failing to supervise adequately the sale of 529 college savings ...
October 05, 2005
NASD Fines Ameriprise Over Cross-State 529 Plan SalesThe National Association of Securities Dealers has imposed a $500,000 fine on Ameriprise Financial Services Inc. in connection with what the NASD says were ...
October 05, 2005
JHancock chartFemale Age 65 Preferred Non- Smoker lLapse Protection UL PolicySingle Premium Death BenefitBalance[1] LTC % Chosen Amount of Monthly LTC Benefit Potential Months ...
October 01, 2005
AHIP Demands Protection Of Audit InformationWashington, DC -- NASD announced today that it has ordered Ameriprise Financial Services, Inc. of Minneapolis - formerly American Express Financial Advisors - to ...
September 25, 2005
Before They Tie The Knot, Ask Them to Ink the PlanFew things can imperil a marriage faster than differences over money. The tolling of the metaphorical wedding bell, which once united bride and groom in ...