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.
Personnel Changes: MetLife, Allianz, Hancock, CIGNA, Compensation Advisory, Others
By staff WriterMetLife Inc. has picked Robert Love, a senior vice president, to succeed Mike Malouf as head of group benefits sales.
June 07, 2010
Opportunities in a High-Debt, Low-Growth EraGeorge Santayana once said, "Those who cannot remember the past are condemned to repeat it." I wonder what the Spanish-American philosopher would say if here...
June 01, 2010
Americans regaining a sense of financial securityWhile 2010 began with dismal financial security sentiments, Americans now feel more optimistic about nearly all aspects of their financial security.
June 01, 2010
Long-Term Progress Reported by Financial Planning CoalitionSpeaking in San Antonio on April 23 during the FPA Retreat of the Coalition for Financial Planning's progress in having its voice heard in Washington,...
June 01, 2010
The Green Advisor: Urban Sustainable Investing"They're creating a new environment where the people who are living in the homes are living sustainably," Chat Reynders told me during a recent conversation...
June 01, 2010
The Fast Track: American StandardNow that the markets and the economy seem to have turned around, many independent advisory firms are shifting back into hiring mode. Some firms had...
June 01, 2010
Taking Care of BusinessChiu Fong Wu Vice President-Investments, Wells Fargo Advisors, San Francisco How She Built Her Business: "When you save money for people, you're a hero. They spread my...
May 31, 2010
Americans regaining a sense of financial securityWhile 2010 began with dismal financial security sentiments, Americans now feel more optimistic about nearly all aspects of their financial security.