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.
Best and Worst 529 College Plans for 2012: Morningstar
By Joyce HansonWhats striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008and seven of the 27 medalists are advisor-sold.
October 15, 2012
Ryan asked federal agencies to help constituentsA wire service found one plea involved funding authorized by PPACA.
October 15, 2012
Morgan Stanley Sued for Targeting Black HomeownersAccording to the ACLU, who filed the lawsuit, the case is the first to link racial discrimination to mortgage-backed securities.
October 11, 2012
IMF Says Greece Needs More Time, Possible Debt ReductionChristine Lagarde and Wolfgang Schaeuble are locking horns over Greece.
October 08, 2012
Top 10 BDs Breakaway Advisors Want to JoinThe leading firms have one characteristic that makes them similar, according to the recruiter Chip Roame, and that might explain their appeal.
October 08, 2012
Bill Gross Compares ‘Damaged’ Fiscal Situation to Own AmnesiaWhen Bill Gross says he has amnesia, maybe its time to panic.
October 05, 2012
NAPFA Illustrates Dire State of Americans’ FinancesThe trade group introduced an infographic to depict the dire state of personal finance in the United States in 2012 and the important role financial planning can have in reversing the negative trends.
October 05, 2012
African-American Advisors Should Not Give Up on the ProfessionEven as the number of African-American advisors entering the profession may have stagnated, studies have shown that African-Americans have a growing need for advice.