American Institute

• The Right Match

  By Maya Ivanova  |  March 1, 2008

  Like it or not, the first wave of an anticipated 76 million baby boomers nearing retirement is headed your way. Are you and your financial...

• CERTIFIED

  By Staff Writer  |  March 1, 2008

  You might want to investigate acquiring the following designations to increase your knowledge and expertise of serving elderly clients: Designation: Certified Senior Advisor (CSA) Sponsor: Society of...

• The Compensation Issue

  By Staff Writer  |  December 1, 2007

  After speaking with multiple advisors and representatives from the major groups that certify advisors to work with the older population--The American College, the Society of...

• The Certification Advantage

  By Staff Writer  |  December 1, 2007

  Many different designations have been designed to aid advisors in servicing elderly clients correctly. Here are three common designations recommended by advisors. Registered Financial Gerontologist (www.aifg.org) Introduced...

• Care Givers

  By Kara P. Stapleton  |  December 1, 2007

  The American population is aging rapidly and more than 76 million baby boomers are now moving through the second half of life. To boot, these...

• About The Manager

  By Staff Writer  |  February 1, 2006

  In a career spanning four decades, Mark Mobius has moved from the Northeast U.S. to the Far East, and from scientific research to investments, in...

• No Man is an Island

  By Staff Writer  |  September 3, 2001

  When it comes to financial planning, there's safet

• Give It Up

  By Staff Writer  |  December 1, 2000

  As Americans pile up wealth, the family foundation