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.
Federated Uses $26.5 Million Loan From Life Insurer to Refinance Property Debt
By John JordanFederated is using a 10-year, fixed-rate loan to refinance its debt.
August 28, 2018
When a Millennial Moves Back Home: How Advisors Can HelpFinancial professionals can help parents and their young adult children chart a new path to financial independence.
August 27, 2018
CFPB Student Loan Chief Resigns, Says Mulvaney Has Abandoned ConsumersFormer employee states it's clear "that consumers no longer have a strong, independent consumer bureau on their side."
August 27, 2018
Top 8 Direct-Sold 529 Plans: Savingforcollege.comThese plans earned the highest rankings for their performance over three and five years.
August 24, 2018
Money Managers Cool on Some Leveraged Loan DealsAn executive at an asset-management arm of Pru says investors are paying more attention to credit risk.
August 22, 2018
Sequoia Financial and LJPR Financial Advisors MergeThe new firm, which will retain the Sequoia name, will have close to $5 billion in AUM.
August 21, 2018
8 Best RIA-Sold 529 Plans: Savingforcollege.comThese are the best-performing 529 funds sold through RIAs based on the three-year performance composite rankings.
August 20, 2018
In Leveraged Loans, It's Beginning to Look a Lot Like 2008The similarities between today's leveraged loan market and the subprime market of the mid-2000s are "eerie," says Zandi of Moody's.