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

Is Wall Street's AI risk analysis right for RIA portfolios?
Is Wall Street's AI risk analysis right for RIA portfolios?

Anthropic's Millennium partnership moves AI from reactive tool to proactive risk monitor — but other wealth tech leaders question its fit for RIA practices.

AI is resetting trust in wealth services, says Advisor360's new CEO
AI is resetting trust in wealth services, says Advisor360's new CEO

Milind Mehere offers perspective on why ambient AI, not smarter models, will define the next decade of wealth tech.

Ex-indy rep turned phony finfluencer gets two years in prison
Ex-indy rep turned phony finfluencer gets two years in prison

Kenneth Thom, 42, reinvented himself as a finfluencer known as “K Money.”

Trump sued over Truth Social's paid early-access data feed
Trump sued over Truth Social's paid early-access data feed

A press-freedom lawsuit filed in Manhattan challenges the president's $100,000-a-month Truth API service used by trading firms.

Zero-fee IRAs quietly cost savers up to $1,400 a year, PensionBee study finds
Zero-fee IRAs quietly cost savers up to $1,400 a year, PensionBee study finds

Research reveals six hidden costs inside "zero-fee" IRAs, with one investment mistake potentially amounting to $170,000 over a 30-year period.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income