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 Rise of the Financial Planning Academic
By Michael E. KitcesDoctoral programs in financial planning, and the academic research conducted by students and their professors, will usher in a new era in financial planning.
April 28, 2014
Physician Assistance: How to Advise Doctor ClientsMost advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
April 21, 2014
Is College Worth the Debt? More Consumers Say NoOnly 20% of Americans think student loans are a good investment, down from 54% in 2012, according to a Mintel survey.
April 18, 2014
'Why am I dead?' He never asked. Here's the answer he never heardA medical student in residency sees many things some that thrill, some that horrify.
April 16, 2014
Top 25 Best Cities for Millennials to LiveFor financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
April 16, 2014
New Hire Roundup: BrightScope Names Riggio Its First Chief Revenue OfficerAlso, Pacific Life announced changes in its sales organization, and Edmond Markel joined Hennion & Walsh.
April 15, 2014
The New Challenge for the Next Generation of Financial PlannersThe firms that figure out how to profit from apprenticeship planners, helping turn trained planners into effective salespeople, will be the ones that succeed.
April 08, 2014
14 best paying jobs for college business majors: 2014Thousands of college students graduate every year with business majors, but which jobs offer the best paying career path?