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.
An Age-by-Age Guide to Teaching Clients’ Children About Money
By Carleton EnglishMoney talk in some families is almost as taboo as sex talk, providing advisors an opportunity to educate clients and build relationships that last generations.
December 20, 2013
Q&A: Bryan Clontz, Leon L. Levy Fellow in PhilanthropyBryan Clontz is helping advisors navigate the complex world of charitable giving at The American College.
December 20, 2013
Q&A: Bryan Clontz, Leon L. Levy Fellow in PhilanthropyBryan Clontz is helping advisors navigate the complex world of charitable giving at The American College.
December 19, 2013
Independent Scotland Would Seek to Keep Pound; London Says NoA vote for independence from the U.K. in Scotland scheduled for September could pave the way for a new currency.
December 17, 2013
Merrill Grabs 3 Reps as Raymond James, LPL Each Add 2 AdvisorsMeanwhile, Baird picks up a veteran financial advisor in Denver, who previously was with Charles Schwab.
December 16, 2013
Larry Barton to Retire as President of The American CollegeAfter 10 years as college's president, Barton will become chancellor, with Michael Davidson serving as acting CEO while search committee seeks permanent replacement.
December 13, 2013
Barton to become chancellor of The American CollegeLarry Barton, Ph.D., will retire Feb. 1 as president and CEO to serve as The American Colleges chancellor.
December 04, 2013
Australia just scrapped its debt ceiling. America should, too.Theyre on top of the debt ceiling situation down under.