Academy for Home Equity Releases Model Reverse Mortgage Compliance Language for Financial Planners

The Academy for Home Equity in Financial Planning (AHE) at the University of Illinois Urbana-Champaign has released a new publication, proposing guidance language for broker-dealers and investment advisory firms to use to help govern planners’ interactions with reverse mortgage products. The publication — featuring contributions from people including Dr. Craig Lemoine, Betty Meredith CFA, Dr. […]

Financial Planner Survey Reveals How Experience, Compliance Affects Reverse Mortgage Recommendations

The Academy for Home Equity in Financial Planning at the University of Illinois Urbana-Champaign (UIUC) recently conducted a survey of financial planners, gauging their thoughts about recommending reverse mortgage products to their clients. The findings of the study were presented by Dr. Craig Lemoine, director of the financial planning program at UIUC and executive director […]