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.
Auto Loan Rejection Rate Nearly Doubles in 2019: Fed Survey
By Peter StrozniakApplication rates for auto loans decline by 3% while mortgage application rates climb by nearly 2%.
December 20, 2019
Rules for ETFs Will Change in 2020Regulatory changes, commission-free trading and ultra-low fees could make 2020 an interesting year for ETFs.
December 20, 2019
15 Funky, Expensive Gifts for the WealthyHere's a look at the unique and high-priced gift wonders (and their price tags) that we found on Ranker.
December 19, 2019
Army Veteran Helps Families Fight Financial ChaosRetired Lt. Col. Rorik Larson tells ThinkAdvisor about his time in the Army and how he helps mass affluent families plan for college and retirement.
December 18, 2019
LPL Nabs Team With 7 Reps, CPAs From Royal AllianceMeanwhile, Wells Fargo FiNet added three advisors from Edward Jones, RBC Wealth and Royal Alliance.
December 17, 2019
5 Ways the Secure Act Would Affect Retirement, 529 PlansAdvisor Jeffrey Levine breaks down the sweeping retirement bill.
December 11, 2019
Ex-NFL, Ohio State Players Tackle New Advisor RolesOne former football player has gone independent after time with Merrill, while another is joining the firm that manages his money.
December 10, 2019
E-Trade Acquires Student Loan Benefits Provider GradifiThe $30 million cash acquisition positions E-Trade Financial to offer student loan benefits through employer benefits programs.