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.
December 21, 2005
American College Unveils Financial Education EffortA financial services training organization is launching a nationwide drive to increase consumer awareness of financial advisory services.[@@]The American College, Bryn Mawr, Pa., says ...
December 19, 2005
Magnum Offers Debt FundNASSAU, Bahamas (HedgeWorld.com)-- Magnum Fund Management's latest fund touts low volatility and aspires to offer double-digit returns with low correlation to any asset class. The US$250 million firm is partnering with Jericho State Fund Consulting LLC to offer the MG Collateralized Debt Fund, which invests in mezzanine debt secured by...
December 01, 2005
Transition From TransactionsHarold Evensky started in the investment business after years as a homebuilder, getting licensed as a broker at a large brokerage firm. When he started...
December 01, 2005
Professional CourtesyWill financial planning ever become a profession? I've been asking myself that question for 20 years. On good days, I look back and see how...
November 09, 2005
Regulators Eye Second 529 Plan IssuerThe National Association of Securities Dealers may be preparing to take action against the 529 college savings plan program at MetLife Inc.[@@]MetLife, New York, ...
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 ...