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.
Group Think
By Kara P. StapletonThe Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and...
October 29, 2006
Hartford: Grandparents Big Part Of 529 MarketFinancial advisors' older clients may want to hear about college savings.Researchers at a unit of Hartford Financial Services Group Inc., Hartford, have presented figures supporting ...
October 25, 2006
Hartford: Grandparents Big Part Of 529 MarketFinancial advisors' older clients may want to hear about college savings.Researchers at a unit of Hartford Financial Services Group Inc., Hartford, have presented figures supporting ...
October 25, 2006
Hartford: Grandparents Big Part Of 529 MarketFinancial advisors' older clients may want to hear about college savings.Researchers at a unit of Hartford Financial Services Group Inc., Hartford, have presented figures supporting ...
October 22, 2006
How Daily Money Managers Are Helping Big-Spending BoomersSpendthrift clients often don't know where their assets are, the amounts they are actually spending, or what they're spending money on, say financial advisors.Sometimes the ...
October 22, 2006
Recruiting Tip: Boomers Prefer To Talk To BoomersA growing number of baby boomers prefer to get their financial advice from fellow boomers, insists Paul Mauro, chief executive of Legacy Financial Advisors Inc., ...
October 22, 2006
How Daily Money Managers Are Helping Big-Spending BoomersSpendthrift clients often don't know where their assets are, the amounts they are actually spending, or what they're spending money on, say financial advisors.Sometimes the ...
October 01, 2006
Shrinking the Software PondAfter a seven-month process, from roadshow to handshake, Emerging Information Systems Inc. (EISI), maker of NaviPlan financial planning software, closed the deal on its acquisition...