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.
RIAs Have Lingering Questions on PPP Loans
By Jeff BermanLive Oak Bank's Mike McGinley suggests advisors applying for PPP loans consult CPAs and lawyers.
May 29, 2020
Morgan Stanley to Launch Advisory 529 PlanAs the industry moves to goals-based planning tied to fees (and not commissions), this step "ties in perfectly," an executive said.
May 28, 2020
House Passes Bill to Extend PPP Loan DeadlinesAmong other provisions, the bill extends the deadlines for forgivable expenses and repayment of the loans.
May 28, 2020
PPP Loans Could Haunt AdvisorsTwo executives said that, while they themselves wouldn't judge, taking a PPP loan could complicate future M&A deals.
May 28, 2020
A 529 College Savings Day Unlike Any OtherThe college experience may be changing, but the need to save and invest for it isn't.
May 27, 2020
S&P: Small Businesses Still Hurting Despite PPPWhile the second round of loans are reaching a wider range of businesses, issues remain, the firm found.
May 26, 2020
Advisors Confused by SBA's New PPP Loan Forgiveness RuleOne head-scratcher: The rule doesn't jibe with the instructions in the loan forgiveness application, says Leon LaBrecque.
May 22, 2020
Honoring Advisors Who Serve(d): Memorial Day, 2020ThinkAdvisor's yearly compilation highlights 37 military veterans who also serve in the financial advisory industry.