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Policy and Regulatory Commentary
AAM CEO Scott Colyer | The Election and Interest Rate Outlook
The market outlook for 2020 is constantly in question with the combination of a COVID-19 induced recession and the 2020 election circuit coming to a head in November. Listen to AAM's CEO, Scott Colyer, as he mulls over his outlook for the election and how it will affect your portfolios and the interest rate.
Children & College Savings
What Can a 529 Be Used For? More Than You May Think
What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think.
Children & College Savings
Making the Case for College Savings
This piece is approved to use with clients.
American Funds provides resources to answer common client concerns and demonstrate how a 529 plan can help your clients pursue their college-savings goals.
Children & College Savings
Expand Your Practice With 529 College Savings Plans
For many advisors, college savings represents an untapped practice-building opportunity. Learn how successful advisors use it to cultivate client interest and build a bigger client base.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.