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.
Survey Reports Dip in Advisor Earnings Since 2009
By Staff WriterAnnual earnings of financial advisors fell by 11% during the year past, according to a new report.
March 29, 2011
Traveling Museum Exhibit to Educate Public on Financial LiteracyRainworks Omnimedia announced Monday that it would launch an 8,000 square foot interactive, multimedia exhibit to highlight the need for better financial literacy.
March 25, 2011
Pimco’s El-Erian Pessimistic on Japan Recovery, Europe Debt CrisisPIMCO's CEO and co-CIO warns of a slower Japan recovery from earthquake and its aftermath, and worries about Europe’s ineffective response to the debt crisis.
March 24, 2011
Moody’s Downgrades Spanish BanksRatings agency acted two weeks after downgrading Spanish government debt.
March 23, 2011
New study reveals CLUs and ChFCs earn more than CFPsSole practitioners and senior financial planners holding the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) credentials earn significantly more than Certified Financial Planner (CFP) certificants, according to a new study.
March 22, 2011
New study reveals CLUs and ChFCs earn more than CFPsSole practitioners and senior financial planners holding the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) credentials earn significantly more than Certified Financial Planner (CFP) certificants, according to a new study.
March 16, 2011
What women wantI have built my financial services business by targeting the women's market. Fancy charts or graphs do not impress women.
March 16, 2011
What women wantI have built my financial services business by targeting the women's market. Fancy charts or graphs do not impress women.