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.
MassMutual Trains Special Needs Planners
By Staff WriterThe American College has awarded the Special Care Planner professional designation to about 110 individuals over the past few months.The Bryn Mawr, Pa., financial services ...
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
April 01, 2008
Group ThinkThe American College selected Carroll Walker as this year's recipient of the Samuel H. Weese Award, an honor given to individuals "in recognition of that...
March 31, 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