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.
I'm OK, You're Sorta OK
By Staff WriterFew assets are more important to a financial advisor than personal integrity. Your clients expect you to give them advice straight from the shoulder. But sometimes...
March 01, 2005
A Shout Across the DivideAs a person who just hired a grad- uate of the University of Wisconsin-Madison Personal Financial Planning (CFP) program, the February 2005 cover story, "The...
February 08, 2005
School Appeals To CSA HoldersNU Online News Service, Feb. 8, 2005, 3:53 p.m. ESTThe American College is making a special offer to financial services professionals who have earned ...
February 01, 2005
Owen H. MalcolmSanders Financial Management, Inc. 4725 Peachtree Corners Circle Norcross, Georgia 30092 800-393-6443 [email protected] www.sandersfmi.com Age: 29 Title: VP and COO Education: BS in finance, Berry College, 1997; MBA in entrepreneurship, Kennesaw State University,...
January 21, 2005
American College Splits CourseNU Online News Service, Jan. 21, 2005, 4:23 p.m. ESTA Bryn Mawr, Pa., financial services school is dividing a popular class into 2 classes.[@@]The ...
January 19, 2005
Thrivent Hopes To Hire 650 Financial RepsNU Online News Service, Jan. 19, 2005, 5:15 p.m. ESTA Minneapolis fraternal insurer is kicking off its 2005 hiring campaign.[@@]The insurer, Thrivent Financial for ...
January 18, 2005
Vertafore Hires SpectorNU Online News Service, Jan. 18, 2005, 4:03 p.m. ESTA Windsor, Conn., software company has brought in a benefits software veteran.[@@]The company, Vertafore Inc., ...
January 12, 2005
Calendar To Feature African-American PharmacistsNU Online News Service, Jan. 12, 2005, 2:12 p.m. ESTAetna Inc., Hartford, is selling a calendar to raise money for a scholarship program.[@@]The calendar, ...