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.
30 Colleges for Best ROI: 2016
By Dan BermanWhen choosing a college, recouping the high cost in the form of higher salaries is one factor worth considering.
April 22, 2016
Peer-to-Peer Lending: Is Higher Yield Worth the Risk?The P2P loan market diversifies risk among a multitude of borrowers and delivers relatively high yields, but liquidity is limited.
April 22, 2016
Top 20 undergraduate business schools: 2016Financial advisors: Find out whether your clients will go into debt or tie up valuable retirement assets while paying for their children's education.
April 22, 2016
How to Handle Clients With Assets ‘on the Side’Just like parents of teens, you have two choices: Preach abstinence, ignore and hope no one gets hurt, or accept reality, educate and advise.
April 21, 2016
Puerto Rico Registers to Sell Notes as May 1 Default LoomsThe Government Development Bank, which lent to the commonwealth and its agencies, filed to sell taxable securities that would mature May 2017.
April 20, 2016
Nuveen Muni Bond Exec Urges Passage of Puerto Rico Debt BillNuveen's co-head of fixed income says failure to pass proposed legislation will likely disrupt the municipal market and stall economic recovery in Puerto Rico.
April 15, 2016
Texas Tech Offers Summer Financial Planning Course for High School StudentsTexas Tech University and the Charles Schwab Foundation are teaming up to pique students' interest in the advisory profession before they get to college.
April 14, 2016
BofA, Wells Fargo Profits Weaken but Beat Estimates in Q1Bank of America also reported lower revenue, while its counterpart improved sales in the period.