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.
Advisors and Credit Advice: Are We Burying Our Heads in the Sand?
By Craig Lemoine, Shelley Giordano and Jamie HopkinsFew Americans get professional credit advice; meanwhile, retirees pile up debt.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 02, 2021
Social Media Sparks Teens' Interest in Finances, InvestingThe GameStop frenzy stoked a lot of investing interest among teens, a Wells Fargo survey found.
May 21, 2021
Why Direct-Sold 529s Are Better Than Advisor-Sold Plans: MorningstarAdvisor-sold 529 plans can include 12b-1 fees. Morningstar isn't a fan.
May 17, 2021
Merrill Rolls Out Exclusive HNW Sports, Entertainment DesignationThe wirehouse partnered with the College for Financial Planning, which is offering the program just to Merrill advisors through May 2022.
May 13, 2021
Student Loan Interest Rates to Rise About 1 Percentage PointThe new rate for undergraduate federal student loans will be 3.734% in the 2021-2022 academic year, up from 2.75% for this year.
May 05, 2021
Top 9 Retirement Changes in 'Secure 2.0' Bill That's Headed to HouseBesides raising the RMD age to 75, the bill also boosts auto-enrollment and catch-up contributions and expands some investment options.
May 05, 2021
12 Best Value Colleges: Princeton Review, 2021These public and private schools have stellar academic reputations and generous financial aid, according to the college admissions site.