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.
Growth, Fiscal Union May Emerge from Eurozone Crisis
By Marlene Y. SatterWith the outcome of Sundays coming election in Greece casting shadows over the eurozone, leaders in the European Union are turning from austerity to growth and investigating the possibility of a closer fiscal union.
June 13, 2012
Swindling the Elderly: A Real and Growing ProblemA survey of experts including financial planners, securities regulators and medical professionals who deal daily with aging Americans whose cognitive abilities are in decline say the problem of financial exploitation of senior citizens is real, and getting worse.
June 13, 2012
Southern Eurozone’s Woes Simmer OnDespite a weekend bailout for Spains banking sector that was meant to reassure investors, markets continued to punish the southern eurozone.
June 12, 2012
The Money TabooOur current market condition has proven that millions of people around the world have failed to learn good spending and saving habits.
June 11, 2012
It’s the ‘Warped’ Financial System, Stupid: HussmanThe financial system has been transformed into a self-serving, grotesque casino that encourages speculation and refuses to restructure bad debt, the portfolio manager John Hussman says.
June 11, 2012
Prepaid 529 Plans Gain PopularityPrepaid 529 plan assets, up 2.6% in the first quarter, have been increasing since Q4 2011.
June 07, 2012
Pershing to Offer 529 College Savings PlansThe new offering allows advisors to open, fund and manage accounts electronically for their clients.
June 07, 2012
Morgan Stanley’s Multicultural Web Portal Breaks New GroundMorgan Stanley Smith Barney's Multicultural Financial Advisors Forum helps advisors serving minority clients exchange best practices.