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.
Perspectives on Meeting the Millennial Recruitment Challenge
By Fidelity InvestmentsParticipants in a Fidelity Recruiters Forum panel share their insights on addressing the challenges of recruiting Millennial advisors.
July 19, 2015
5 Ways Advisors Can Win Affluent Millennials’ Affection: LinkedInA new study from LinkedIn examines what affluent millennials are looking for in a financial advisor.
July 16, 2015
Sticker Shock: 71% of Parents Say College Is Too CostlyCollege is absolutely necessary but at the same time unaffordable, says Brian Schwartz, an HSBC financial advisor.
July 10, 2015
Generation X: Racking up debt — and paying a price for itThe growing comfort with debt may be having a greater effect on the retirement plans of Gen Xers.
July 08, 2015
Democrats Float Bill for Free Community CollegeThe bill, based on an Obama proposal, is intended to save students an average $3,800 in tuition and fees annually.
July 06, 2015
Student Aid May Be to Blame for Sky-High College Tuition: NY FedA New York Fed study finds that the increased availability of subsidized loans and Pell Grants explained 55% to 65% of rising tuition costs.
July 06, 2015
Bill Gross on Greece: ‘Grexit’ Might Be Best-Case ScenarioGross talked about what Greeces No vote means for the country and the eurozone and why the markets reaction isnt as calm as it appears.
July 02, 2015
OverSavers anonymous: Where prudent savings meets pathologyThe classic example of financial hoarding: keeping more cash than necessary, even if youd be better served by paying off debt or investing.