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.
Obama Signs Student Aid Bill of Rights
By Melanie WaddellObama's student loan directive would create a new complaint system for student borrowers and ease loan repayment.
March 02, 2015
Aiding and Abetting: How Client Wrongdoing Can Hurt YouMost financial advisors would refuse to aid and abet a client in breaking the law. But sometimes the situation isn't so clear-cut.
February 26, 2015
10 reasons my closing ratio tops 90%How one firm's sales process went from dismal to dynamic.
February 23, 2015
U.S. Banks Hoard $2 Trillion of Ultra-Safe BondsWhat do Americas banks know about the state of the U.S. economy that has them hoarding Treasuries?
February 10, 2015
How Advisors Can Reach Tech-Savvy MillennialsHere are some methods advisors can use to attract millennials, who are expected to have a net worth approaching $7 trillion by 2018.
February 05, 2015
Bills on 529 plans, small biz taxes head for House voteFSI supports the two bills: one to loosen some rules on 529 plans and another to allow small businesses to deduct office equipment.
February 05, 2015
Bills on 529 Plans, Small Biz Taxes Head for House VoteFSI supports the two bills: one to loosen some rules on 529 plans and another to allow small businesses to deduct office equipment.
February 03, 2015
Northwestern Mutual on hiring spreeIn advance of this week's jobs report, the company announced it will hire a total of 5,000 representatives and interns this year.