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.
Advisor Group Grabs Cetera’s Chief Legal Officer, Appoints New CFO
By Melanie WaddellMcKenna'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 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.
April 04, 2017
The New Shape of US Household DebtHousehold debt has been reshaped in ways that could potentially affect how advisors help manage clients' liabilities, the New York Fed reports.
April 04, 2017
These 4 Behaviors Lead to Financial ConfidenceOnly 21% of those in a Guardian Life survey are confident about their current behaviors and future prospects.
April 03, 2017
In TransitionSpring tends to bring predictable changes, like warmer temperatures and blossoming flowers. But this spring seems to entail its fair share of unpredictable events as well.
March 27, 2017
12 Worst Financial Advisors in America: 2016Oh, the web those scammers weave to get a fast buck. Here are some of the dirtier dozen from 2016.
March 24, 2017
For Better or Worse, Parents’ Financial Habits Affect Their KidsA T. Rowe Price survey of parents and their kids finds that kids do better when their parents let them decide how to save and spend their money on their own.