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.
8 Advisor Resolutions for 2020
By Bryce SandersHow to strengthen your client relationships in the new year.
December 27, 2019
Investors Conquered Fees. Next Up Is Their Own Behavior.A recent study offers clues to closing the behavior gap.
December 26, 2019
Will Open MEPs Pave Way for Alts in 401(k)s?Two things have to happen if open MEPs are to spark wider use of alternative investments in 401(k)s, says an ERISA attorney.
December 26, 2019
IRS Cuts ACA Individual Mandate Penalty Out of Tax FormsThe agency notes that, legally, the coverage requirements do still apply.
December 26, 2019
10 Things Advisors Can Do When SnowboundYou may be snowed in, but that doesn't mean you can't be productive.
December 26, 2019
How Advisors Could Save Their Clients Thousands on a Home LoanConsultant James Deitch tells ThinkAdvisor how, thanks to automation, advisors can cut loan officers out of the picture.
December 23, 2019
What the 'Father of 401(k)s' Thinks of the Secure ActTed Benna, Morningstar's Christine Benz and others talk to ThinkAdvisor about the new law and other hot retirement topics.
December 23, 2019
Student Loan Debt Could Be Reshaping U.S. Life Market: Haven Life SurveyMany people with student loan debt say the debt has forced them to put off starting families.