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.
The Mystery of the Financial Ostrich
By Allison BellFederal financial services regulators are still not sure what kinds of educational programs can help consumers improve their financial well-being, a top official says.
May 23, 2011
Ron Rhoades, Joseph Capital Management: The Extended 2011 IA 25 ProfileIn registered investment advisor and fiduciary circles, Ron Rhoades, new to the IA 25 this year, is a gentleman and a scholar.
May 20, 2011
David Gergen, Political Analyst, Is Somber Yet Hopeful About State of CountryAt NAPFA Salt Lake City, Washington insider explains how macro events will affect advisors and clients.
May 18, 2011
IMF Warns Greece: Reform or RestructureAccording to an IMF envoy monitoring Greece’s progress in implementing reforms to drive down its debt, those reforms aren’t coming fast enough and that could have dire consequences for Athens.
May 17, 2011
EU Says Greek Restructuring PossibleThis was the first official acknowledgment that such an action might occur, and it was met with swift resistance from other euro zone officials. The effect on European banks and the European Central Bank (ECB), which all hold substantial amounts of Greek debt, would be huge. American banks also hold...
May 17, 2011
Andrew Friedman Says Deficit Will Push U.S. Into Grim Economic FutureAddressing an elite audience of financial advisors at the IMCA conference on the day the U.S. government hit its debt ceiling, Friedman, an expert on government affairs, told a grim tale of rapidly deteriorating public finances amid political gridlock in Washington.
May 16, 2011
CNO Board Approves Share BuybackThe board of CNO Financial Group Inc. has approved a program that could buy back up to $100 million in CNO common shares over the next 2 years.
May 16, 2011
U.S. Debt Limit Deadline Extended by Treasury ManeuversArrival of so-called ‘Debt Ceiling Day’ finds politicians far from a deal.