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.
Will 2015 Be the Year Financial Wellness Finally Takes Off?
By Bernice NapachLess 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
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.
July 23, 2015
Perspectives on Meeting the Millennial Recruitment ChallengeParticipants in a Fidelity Recruiters Forum panel share their insights on addressing the challenges of recruiting Millennial advisors.
July 22, 2015
For 3 Financial Planning Students, Here’s What the Industry Looks LikeThree TDAI scholarship winners discuss why they want to be planners and their potential impact on a graying industry.
July 20, 2015
LTCI Watch: Empathy classEvery grade school student should help run a notebook insurance company.
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.