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.
Celebrity Parents, Coaches Charged in Elite College-Entrance Scam
By Patricia Hurtado, Janet Lorin and Erik LarsonAmong those charged were actresses Felicity Huffman and Lori Loughlin, TPG's Bill McGlashan and ex-Pimco CEO Douglas Hodge.
March 06, 2019
How Lessons From the Financial Crisis Can Help Navigate Markets TodayA review of Ariel Investments' experience then and now.
March 06, 2019
FINRA Releases FAQ on 529 Plan Share Class Initiative, Extends Compliance DeadlinesThe regulator wants to allow firms sufficient time to consider the new guidance on its self-reporting program.
March 05, 2019
Senate Finance Chair Floats Tax Extenders BillThe bill retroactively extends expired provisions, including those affecting mortgage insurance and tuition expenses.
March 01, 2019
Here's What the Cheapest LTC Option Looks Like NowA new CDC report shows that the supply of adult day services slots has doubled.
February 28, 2019
Stifel Pulls In 5 Merrill Reps: Recruiting RoundupMeanwhile, Cetera brings in a wealth group that supports over $2.5 billion in assets and an institutions team with about $181 million.
February 26, 2019
How to Find Innovation & TD Ameritrade Works to Close Talent GapVideo blogger Jay Shetty and author Ben Casnocha share ways to boost results and relationships, and a top custodial firm affirms its diversity push.
February 25, 2019
House Panel Plans 5 Hearings on Higher Education ActLawmakers plan to address topics like costs and accountability in their efforts to reauthorize the student aid law.