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.
Schwab Crosses $500 Billion; Will Finance Breakaway Brokers
By James J. GreenCharles Schwab & Co. announced that its affiliated advisors now custody more than $500 billion at Schwab Institutional, up 23% from last year; SI President Debby McWhinney has previously stated a goal for the division of having $10 billion in custody by 2010.
January 04, 2007
Deadline Nears for CFP Board ProgramThe Certified Financial Planner Board of Standards announced details of its 2007 Financial Planning Grants program, which provides funding for "innovative and sustainable projects that reach people and encourage them to benefit from financial planning." Applications must be received by the CFP Board by March 1, 2007.
January 01, 2007
The Mark That Makes ItI received the December issue of Investment Advisor and was reading it during lunch. I read Bob Clark's column ("Hope It Wasn't Something I Said")...
January 01, 2007
'Late Stage' College PlanningAdvisors don't need to be reminded how much of an expenditure paying for college has become for their clients. We've all seen examples of how...
December 17, 2006
Study Finds Producers Are Not Pushing 529s HardAlthough most parents and grandparents help pay for their kids' and grandkids' college education, most producers say 529 college savings plans account for less than ...
December 05, 2006
Hartford Extends NCAA SponsorshipA large financial services company has renegotiated a college sports marketing alliance.Hartford Financial Services Group Inc., Hartford, says it has extended a corporate sponsorship arrangement ...
December 01, 2006
Personnel Changes: UnitedHealth , Standard, OthersStephen Hemsley has taken over from Dr. William McGuire as chief executive officer of UnitedHealth Group Inc.Hemsley has been the company's president since 1999.McGuire announced ...
November 26, 2006
Use College Funding To Graduate To A Successful PracticeIf you're still searching for a tried and true market niche on which to build a successful practice, consider one for which there is huge ...