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.
Envestnet to Offer Pre-Qualified Loans on Client Platform
By Ginger SzalaTo provide a "holistic" approach to managing client portfolios, the firm's advisors soon will be able to offer pre-qualified loans.
April 05, 2019
10 Smartest States for Financial Literacy: 2019WalletHub analyzed financial-education programs and consumer habits to find the states with the best financial literacy.
April 04, 2019
When It Comes to Finance, the Kids Are Not All Right: SurveyMore than a third of U.S. teens say they will still be financially dependent on parents at 30, a Junior Achievement survey finds.
April 02, 2019
FPA Revamps Job Board to Connect Job Seekers and EmployersThe redesign improved the design and navigation of the prior platform and added more resources.
April 01, 2019
Top 10 Direct-Sold 529 College Savings PlansThe latest performance rankings from savingforcollege.com, along with some plan details.
March 27, 2019
Vote Now for the 2019 IA25We need your input now on top leaders, innovators and influencers in the advisory business and beyond.
March 25, 2019
Financial Literacy Is New Website's GoalA new online TIAA educational program allows students of all ages and knowledge levels to explore financial areas and learn the basics.
