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.
A New Tool for Multi-Gen Client Engagement
By Gretchen KruegerAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 11, 2022
Top 12 Mega-Donors to Charity in 2021The Chronicle of Philanthropy has released its annual list of the biggest benefactors.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.
December 22, 2021
Biden Extends Student-Loan Payment Pause After Virus SurgesThe moratorium on payments, interest and collections, due to expire on Jan. 31, was extended through May 1.
December 21, 2021
FINRA Orders Advisor Group, LPL, MML, UBS, Wells Fargo to Pay $9.5M Over 529 PlansFINRA has been encouraging firms to self-report problems with 529 plan share class recommendations.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
November 19, 2021
Employees Demand Better Financial Benefits: Morgan StanleyA survey finds that 61% of employees are paying more attention to financial benefits than they did a year ago.