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.
How to Handle Clients With Assets ‘on the Side’
By Andy SwanJust like parents of teens, you have two choices: Preach abstinence, ignore and hope no one gets hurt, or accept reality, educate and advise.
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.
April 12, 2016
How to increase financial literacy? Start young, train teachersOnly 31% of teachers feel "completely comfortable" teaching financial education, according to a new PwC report.
April 12, 2016
How to increase financial literacy? Start young, train teachersOnly 31% of teachers feel "completely comfortable" teaching financial education, according to a new PwC report.
April 12, 2016
Wells Fargo Misjudged Risks of Energy FinancingWells Fargos foray into oil shows how Wall Street misjudged the risks hidden in an esoteric type of energy financing long thought to be bulletproof.
April 11, 2016
Goldman Fined $5.1B in U.S. Mortgage ProbeThe bank was accused of failing to properly vet mortgage-backed securities before selling them to investors as high-quality debt.
April 07, 2016
Majority of millennials have 'no idea' when student loans will be paid offMore than a third of millennials say they wouldn't have attended college at all had they known the extent of the costs in advance.