13 Best & Worst 529 College Savings Plans of 2014: Morningstar
ThinkAdvisor whittled down Morningstar’s look at 84 college investment plans to see which ones do it right — and wrong.
How 5 Advisors Prep 401(k) Clients for Next Market Crash
Every bull market comes to an end. Here's how five advisors are getting their 401(k) plan clients ready for a market turn.
Top 10 Smartest States for Financial Literacy
WalletHub ranked these smart states based on two categories: knowledge and education; and planning and daily habits.
Schorsch Strikes Again: ARCP to Buy Red Lobster Properites
American Reality Capital will pick up more than 500 restaurant leases via a $1.5 billion deal.
15 Cheapest Colleges With Best Job Value
Keeping tuition costs low makes a degree a better investment. Here are 15 affordable colleges whose graduates earn high salaries.
The Client Conundrum: Turning Away Dr. No
Doctors with bad attitudes or behaviors may be too difficult to work with.
Physician Assistance: How to Advise Doctor Clients
Most advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
The Real Key to Harnessing Technology
Financial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate it—then reap the rewards.
New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.
Don’t Retire, Be Happy (and Help the Economy, Too)
With financially unprepared boomers careening toward a retirement train wreck, a study showing a “happiness premium” for older workers may have come just in time.