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.
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25
By Bernice NapachThe former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
May 08, 2017
Lawmakers Push Bill Allowing Student Debt to Be Discharged in BankruptcyThe bipartisan bill changes federal bankruptcy rules to establish parity between student loan debt and other debt.
May 01, 2017
What to Look for When Hiring Young PlannersWhen contemplating staffing decisions for your firm, things such as timing, expectations, compensation, personality and skill set all have to align.
May 01, 2017
Frontrunners: The 2017 IA 25Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors behalf.
April 27, 2017
New Fannie Mae Policies Help Student Borrowers Get MortgagesThe policy changes reduce the cost of cash-out refis for student loan borrowers.
April 20, 2017
Lou Harvey Hits Pfau Back Over Criticism of Dalbar Investor StudyDalbar CEO says Wade Pfau, a professor at The American College of Financial Services, misses the point of QAIB study, calling his criticism silly.
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.