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.
Frontrunners: The 2017 IA 25
By Editorial StaffWhatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors behalf.
April 19, 2017
4 Cool Fintech Tools Coming Out of NY Tech DayThis years NY TechDay brought in more than 575 startups, including several fintech influencers.
April 18, 2017
Dick Wagner and the Need to Understand Clients’ Attitudes About MoneyOne of Dicks lifelong interests was the role and meaning that money has in peoples lives, Bob Clark says.
April 13, 2017
Advisor Group Grabs Cetera’s Chief Legal Officer, Appoints New CFOMcKenna's general counsel and chief legal officer role is a new position designed to align risk and legal approach in the new fiduciary era.
April 12, 2017
Half of Students Receive Financial Literacy Education: SurveyLower-income and nonwhite students are more likely than other students to aspire to start a business, Gallup-HOPE Index finds.
April 07, 2017
10 Dumbest States for Financial Literacy: 2017Many financial education programs and consumer habits are still falling short after the recession.
April 05, 2017
CFP Board Launches Campaign to Attract Younger, More Diverse AdvisorsThe "I am a CFP Pro" campaign is intended to expand the advisor workforce to better reflect the population it serves.
April 05, 2017
Jobless Rate for College Grads Falls to Lowest Level Since RecessionThe NY Fed's latest update on the job market for college grads reinforces the value of a college education both short and long term.