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.
Fear and loathing of negative-yield debt: Bond trader’s dilemma
By Lukanyo Mnyanda and Eshe NelsonIn Japan, almost two-thirds of government debt securities have negative yields.
February 17, 2016
How to become a ‘trusted source’ for reportersHave you ever read a news story and spotted fellow financial advisors providing their expert advice? How did they become trusted sources?
February 17, 2016
How to become a ‘trusted source’ for reportersHave you ever read a news story and spotted fellow financial advisors providing their expert advice? How did they become trusted sources?
February 11, 2016
Morgan Stanley Settles Mortgage Case for $3.2 BillionThe settlement addresses misconduct that contributed to the 2008 financial crisis, New York Attorney General Eric Schneiderman says.
February 10, 2016
Millennial Planner Finds Success With Millennial ClientsPlanner Kristen Euretig provides millennials with a nuts-and-bolts yet holistic approach to financial planning thats designed to get them firmly on their feet.
February 02, 2016
American students know almost nothing about their college loansA new study suggests that young people with education debt don't know the most basic facts about their loans.
February 02, 2016
Michael Finke Named Dean of The American CollegeMichael Finke of Texas Tech will soon be the dean of the the program that provides education for CFP, ChFC and other advisor designations.
January 29, 2016
CMS hints at CO-OP rescue changesCMS also explains where it thinks holders of CO-OP surplus notes rank in the creditor pecking order.