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.
Investors Seeking Loans Before Interest Rates Go Up: Wells Fargo
By Emily ZulzNearly half of investors say they would make major adjustments to their investment strategy if interest rates rise, according to a Wells Fargo survey.
September 09, 2015
Why now is a good time to remind clients to save for collegeNot only are college costs rising along with student loan debt, but families are saving less for college.
September 08, 2015
Why Now Is a Good Time to Remind Clients to Save for CollegeSeveral states are offering prize money this month to families who contribute to their in-state 529 plan.
September 04, 2015
Hillary Clinton returns for delicate dance in Puerto RicoBorrowing to pay for health care has been a major cause of the territory's problems.
August 31, 2015
Is Financial Wellness Finally Taking Off?For years there's been lots of talk about the benefits of financial wellness programs.
August 20, 2015
Citi Overlooked a Few Thousand Illegal TradesA major job of banking compliance is to keep separate a bank's trading and relationship functions. Citigroup Global Markets sometimes messed up that separation.
August 19, 2015
Answering the 5 basic questions from a new clientGet answers to the top five questions your clients should be asking.
August 18, 2015
Answering the 5 basic questions from a new clientGet answers to the top five questions your clients should be asking.