College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
Citi Overlooked a Few Thousand Illegal Trades
By Matt LevineA major job of banking compliance is to keep separate a bank's trading and relationship functions. Citigroup Global Markets sometimes messed up that separation.
August 17, 2015
Northwestern football players cannot form union, NLRB rulesOne of the players' goals was to negotiate for better medical benefits for injured athletes.
August 13, 2015
4 Signs American Consumer Is Fine, and Poised to Spend MoreIf the Fed is looking at these four numbers, a September rate hike is more likely--as is continued economic growth in the U.S.
August 05, 2015
Will 2015 Be the Year Financial Wellness Finally Takes Off?Less than a quarter of employers have financial wellness programs a potential source of new clients for advisors. But the field is expanding.
July 30, 2015
Germany Should Exit Euro, Not Greece, Economists SayGreeces recent resistance to continuing and even intensified austerity measures as it sought help to repay its various debts has brought increased speculation.
July 30, 2015
How Investors’ Decision Making Varies With Age and WealthResearch firm Martini studied the online behavior of three segments of the affluent market.
July 30, 2015
Debt is (a) dangerous (b) lucrative or (c) both?Most everyone uses debt, according to a Pew study. Surprisingly, the most enthusiastic about debt are older Americans.
July 28, 2015
The U.S. debt clock: an important tool for advisorsAn important benefit of the debt clock is its ability to show and compare current values with those up to the year 2019.