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.
LPL Financial's IPO: Behind the Numbers
By Kate McBrideLPL 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 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...
June 01, 2010
The Fast Track: American StandardNow that the markets and the economy seem to have turned around, many independent advisory firms are shifting back into hiring mode. Some firms had...
June 01, 2010
Taking Care of BusinessChiu Fong Wu Vice President-Investments, Wells Fargo Advisors, San Francisco How She Built Her Business: "When you save money for people, you're a hero. They spread my...
May 31, 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.
May 17, 2010
529 Plans Get More Insured Investment OptionsFDIC accounts now available in seven states, federal bill recently passed
May 06, 2010
The hobbling of HephaestusLike every other commentator watching Athens burn, I searched for the proper mythological reference. Failing that, I quote Daniel Henninger in today's Wall Street Journal,...