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.
August 22, 2006
College Presents Reviews For CFP TestThe College for Financial Planning has added Tampa, Fla. and St. Louis to its schedule of review sessions for those seeking certification as financial planners.This ...
August 22, 2006
College Presents Reviews For CFP TestThe College for Financial Planning has added Tampa, Fla. and St. Louis to its schedule of review sessions for those seeking certification as financial planners.This ...
August 18, 2006
Personnel Changes: AIG, Assurant, OthersAmerican International Group Inc. has hired Nicholas Ashooh be senior vice president of communications.Ashooh succeeds John Wooster Jr., who has been handling the job on ...
August 01, 2006
When Kids Choose to "Do Good"Many of today's young people want to make the world a better place. For some, this may take priority over finishing college, usually against their...
August 01, 2006
Back in the SaddleThis month, Peggy Cabaniss turns over the reins as the chairman of the National Association of Personal Financial Advisors (NAPFA) to Dick Bellmer. But before,...
August 01, 2006
That Good Old College TryAs a bumper crop of teenagers makes its way through high school, many parents and grandparents are losing sleep over getting them into college. A...
July 30, 2006
Don't Underestimate The Value Of An Initial Prospect MeetingThe commoditization of financial services can be seen almost everywhere you look. Banks are offering brokerage services. Brokerage firms are launching banking platforms. Even Wal-Mart ...
July 27, 2006
Insurance School Schedules CeremonyThe American College plans to start a 3-day symposium and commencement event Nov. 8 in San Francisco.The commencement ceremony, set for Nov. 10, will honor ...
July 01, 2006
NUMEROLOGYThe College Savings Foundation released a report conducted by Financial Research Corporation which found that assets in 529 college savings plans rose to an estimated...
July 01, 2006
Tackling the ChallengesWhat are the biggest challenges facing the profession in the years ahead? According to the 12 members of the IA Leaders' Council, they are finding...