Schooling in the finer things

JAN 16, 2011
Who says continuing financial education has to be dull? Chartis Inc., American International Group Inc.'s property/casualty unit, is offering several zippy CE courses, including “Beauty and Bling: Preserving the Value of Jewelry Collections” and “Private Aviation.” The insurer, which educates in-house insurance agents and brokers at its Private Client Group University, is offering the program's high-end property/casualty training to outside financial planners, attorneys and accountants. “Insurance is a frequently overlooked component of one's wealth management plans,” said Ron Laconi, president of the private-client group. “Opening the doors of our continuing-education classes to a wider set of advisers allows us to share our expertise in a more effective way.” The 20 courses in the curriculum include several aimed at advisers serving extremely affluent clients, such as “Risk Management for High-Profile Clients,” which teaches how to protect celebrity clients from liability lawsuits and other risks.

Latest News

No succession plan? No worries. Just practice in place
No succession plan? No worries. Just practice in place

While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.

Research highlights growing need for personalized retirement solutions as investors age
Research highlights growing need for personalized retirement solutions as investors age

New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.

Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones
Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones

With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.

Insured Retirement Institute urges Labor Department to retain annuity safe harbor
Insured Retirement Institute urges Labor Department to retain annuity safe harbor

A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.

LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors
LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors

"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.