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.
SBA Reopens Disaster Loan Portal
By Melanie WaddellMeanwhile, Democrats pressed Treasury chief Mnuchin and SBA to provide the names of all recipients of PPP loans.
June 05, 2020
Why Planning-Led Advisors Are Better Positioned During a PandemicClients with a financial plan are seven times happier than those without, which suggests the added benefit planning can provide.
June 05, 2020
Josh Brown's Advice to New Advisors: Start Locally, Pick LinkedIn Over TwitterDuring a BNY Mellon | Pershing webcast, he and Dynasty's Shirl Penney also stressed the importance of SEO.
June 03, 2020
Senate Approves PPP Loan ChangesAmong several changes in the bill is an extension of the payment period to qualify for loan forgiveness.
June 03, 2020
RIAs Have Lingering Questions on PPP LoansLive Oak Bank's Mike McGinley suggests advisors applying for PPP loans consult CPAs and lawyers.
June 02, 2020
How an Advisor Handled 2 Tough Client Cases in Florida's Tourism MeccaIn one case, a death led to finding a new client, Dennis Nolte of Seacoast Investment Services tells ThinkAdvisor.
May 29, 2020
529 Plans Suffered in Q1 but Continue to EvolveThese plans were hit hard due not only to stock exposure but also to some riskier bond holdings, according to Morningstar.
May 29, 2020
Morgan Stanley to Launch Advisory 529 PlanAs the industry moves to goals-based planning tied to fees (and not commissions), this step "ties in perfectly," an executive said.