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.
What Bank Investors Learned From JPMorgan, Citigroup Results
By Yalman Onaran & Jenny SuraneStart of earnings season showed trading revenue was muted; JPMorgan had better lending margins, Citigroup cut expense.
October 12, 2017
Families Saving More for College but Underestimating Costs: FidelityFidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
October 10, 2017
New York Life Adds Student Loan Repayment Program for EmployeesThe repayment program will offer up to $10,200 over five years for eligible employees, as well as student loan advice and online planning tools.
October 02, 2017
Lost and Found in TranslationWere pleased to focus on the phenomenal growth of the RIA business model, as witnessed and cultivated by Pershing Advisor Solutions CEO Mark Tibergien, in this month's cover story.
October 02, 2017
Best of ClassHow an idea, a teacher and a public school leader are inspiring advisors to create a legacy that will reverberate through their communities.
September 28, 2017
New York Reminds Student Borrowers to Apply for Loan ForgivenessTrump has threatened to end the program, but Attorney General Schneiderman notes it's still intact and his office will help New Yorkers wrongfully denied eligibility.
September 26, 2017
Ex-NBA Star, Financial Advisor, Others Charged in NCAA Bribery ScandalCoach Chuck Person and Princeton Advisory Group CEO Munish Sood are among 10 people charged over alleged illicit payoffs to young athletes.
September 26, 2017
It’s FAFSA Time: Get Your Clients ReadyParents and students can file these forms, which are required for financial aid and PLUS loans, as soon as Oct. 1.