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.
Allianz Life Expands Risk Management Services for RIAs: Portfolio Products
By Jeff BermanAlso, SS&C ALPS Advisors widens its business into semi-transparent ETFs.
September 29, 2020
How College Endowments Invest for the FutureThese funds behave as long-term investors, typically investing countercyclically, new research on top universities shows.
September 28, 2020
Majority of Young American Adults Now Live With ParentsIt's a bigger share than at the height of the Great Depression, according to Pew Research.
September 23, 2020
More Families Are Saving for College, But They Aren't Saving Enough: FidelityMany are concerned about the impact of the pandemic on those savings, according to a new Fidelity study.
September 23, 2020
As Stimulus Talks Break Down Again, Rubio Ramps Up PPP Loan QueryJPMorgan's Dimon pressed on PPP loan misuse; pre-election stimulus package doubtful.
September 21, 2020
Why Planning-Led Advisors Are Better Positioned in a PandemicWhen the stock market plummeted as a result of COVID-19 and the economic uncertainty it created, financial advisors saw an uptick in the number of investment-focused clients looking for advice.
September 15, 2020
NY, NJ Reach Settlements on Predatory Student Loan PracticesAlso, California enacted a law protecting assets in a state-sponsored 529 plan from creditors.
September 14, 2020
10 Best College Business Programs of 2020: U.S. NewsU.S. News and World Report surveyed deans and senior faculty members at 511 business schools.