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.
At Morningstar Conference, Gundlach Opens 3-Day Gathering in Chicago
By Kate McBrideJeffrey Gundlach, founder of DoubleLine Capital, LP and former CIO of Trust Company of the West (TCW) opened the Morningstar Investor Conference in Chicago on Wednesday, June 23, with a story from Jack Bogle.
June 11, 2010
Personnel Changes: MetLife, Allianz, Hancock, CIGNA, Compensation Advisory, OthersMetLife Inc. has picked Robert Love, a senior vice president, to succeed Mike Malouf as head of group benefits sales.
June 07, 2010
LPL Financial's Prospectus: Behind the NumbersUnique independent brokerage model could be promising; there's some debt and questions, as for all firms, about the effect of regulatory reform.
June 07, 2010
LPL Financial's IPO: Behind the NumbersLPL Investment Holdings Inc., registered with the SEC for an initial public offering (IPO), on June 4, nearly five years after the firm sold about 60% of itself to two private equity investors.
June 07, 2010
Opportunities in a High-Debt, Low-Growth EraGeorge Santayana once said, "Those who cannot remember the past are condemned to repeat it." I wonder what the Spanish-American philosopher would say if here...
June 01, 2010
Americans regaining a sense of financial securityWhile 2010 began with dismal financial security sentiments, Americans now feel more optimistic about nearly all aspects of their financial security.
June 01, 2010
Long-Term Progress Reported by Financial Planning CoalitionSpeaking in San Antonio on April 23 during the FPA Retreat of the Coalition for Financial Planning's progress in having its voice heard in Washington,...
June 01, 2010
The Green Advisor: Urban Sustainable Investing"They're creating a new environment where the people who are living in the homes are living sustainably," Chat Reynders told me during a recent conversation...