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.
The BD Industry's Latest Descent
By Janet LevauxThe past month or so has been an incredible period of scandals for the financial sector.
October 05, 2016
Columbia University Endowment Posts 0.9% Loss as CEO DepartsThe percentage loss is the lowest among all the Ivies that have reported so far.
October 05, 2016
Conflicts of Interest and Advisor Credentials: Then and NowDo those who call for a fiduciary standard for all advisors have a conflict of interest? It's a bit more complicated than that.
October 05, 2016
The role of financial literacy in generational wealth planningAdvisors who are serious about helping their clients with generational wealth planning should show clients how to begin the process at home.
October 05, 2016
The role of financial literacy in generational wealth planningAdvisors who are serious about helping their clients with generational wealth planning should show clients how to begin the process at home.
October 03, 2016
Galvin Rips Morgan Stanley for Fostering ‘Dishonest Conduct’ With Sales ContestsWilliam Galvin of Massachusetts said Morgans sales contests tied to securities-based loans encouraged dishonest and unethical conduct.
September 29, 2016
More Families Saving for College but Many Not Using 529 PlansA new survey shows close to 60% of families are saving for college, but only 37% are using 529 plans.
September 29, 2016
Cornell Endowment Posts 3.3% Loss, Worst Among Ivies So FarHarvard, Dartmouth and Penn also posted losses for the latest fiscal year but they were 2% or less. Yales endowment gained 3.4%.