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.
April 01, 2005
I'm OK, You're Sorta OKFew 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 23, 2005
Stimpson Starts Personal Publicity ServiceNU Online News Service, March 23, 2005, 2:15 p.m. ESTA Wayland, Mass., public relations firm is selling a program aimed at financial advisors who ...
March 21, 2005
IFMG Promotes FilosNU Online News Service, March 21, 2005, 3:55 p.m. ESTA Purchase, N.Y., financial services distributor has named a new president for one of its ...
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, ...