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.
Take your practice to the next level through mentoring
By Richard BerryDo you ever wish you were more successful in the financial services industry? Do you ever find yourself wondering why others have $10 to $20 million in production while you only have $5 million or less? I can honestly relate to your situation. I
December 03, 2007
Financial School Offers Designation Use GuidelinesThe American College has responded to state and federal officials' criticism of some credentials for financial professionals by publishing a "Designation Toolkit.""We've seen some otherwise ...
December 01, 2007
Catching up with... Adrian NazariThe last time Adrian Nazari's name appeared here, it was January 2004, when we reported that LPL Financial was rolling out Nazari's MoneyFind liability management...
December 01, 2007
The Certification AdvantageMany different designations have been designed to aid advisors in servicing elderly clients correctly. Here are three common designations recommended by advisors. Registered Financial Gerontologist (www.aifg.org) Introduced...
December 01, 2007
The Compensation IssueAfter speaking with multiple advisors and representatives from the major groups that certify advisors to work with the older population--The American College, the Society of...
November 16, 2007
House Passes Mortgage Reform BillThe House Financial Services Committee passed November 15 its somewhat controversial Mortgage Reform and Anti-Predatory Lending Act of 2007 (H.R. 3915), which seeks to combat predatory lending practices.
November 01, 2007
Group ThinkThe Financial Planning Association (FPA) and the National Hospice and Palliative Care Organization (NHPCO) announced a joint effort to help individuals financially prepare for end-of-life...