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.
Fiduciary Pushback
By Melanie WaddellThe American College, which provides educational exams for the Certified Financial Planner mark and other planner designations, supports an amendment to the Investor Protection Act...
November 18, 2009
ING Team Aims At Higher Ed PlansA financial services company has set up a business development team that will focus on selling retirement plan services to 403(b) plans at colleges and universities.
November 11, 2009
Survey: Women Place High Value On CollegeWomen appear to be more likely than men to say that it is very important for their kids to get a college degree.
November 05, 2009
Fed Leaves Rates UnchangedThe Fed says that conditions "warrant exceptionally low levels of the federal funds rate for an extended period."
November 03, 2009
HUB May Go ShoppingAn insurance broker has borrowed $200 million from an existing credit facility, and it says it may use some of the cash for "possible acquisitions."
November 02, 2009
A TARP Failure: CIT Files for BankruptcyBig lender plans quick exit from Chapter 11
November 02, 2009
An Important, Often Overlooked, Risk to ClientsI've often heard it said that it is very difficult to be a generalist as a financial planner. One reason may be that there is...
November 01, 2009
Bread and CircusesAs the close of this difficult decade draws near, some are tempted to assume the cycle of economic decline we have experienced will once...