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.
LPL Nabs Team With 7 Reps, CPAs From Royal Alliance
By Janet LevauxMeanwhile, Wells Fargo FiNet added three advisors from Edward Jones, RBC Wealth and Royal Alliance.
December 10, 2019
E-Trade Acquires Student Loan Benefits Provider GradifiThe $30 million cash acquisition positions E-Trade Financial to offer student loan benefits through employer benefits programs.
December 09, 2019
Financial Wellness May Save Some People's Vision: Guardian SurveyWorkers who said they were in fair or poor financial health were twice as likely to skip eye exams.
November 20, 2019
4 Common Questions About Reverse MortgagesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 20, 2019
5 Ways Reverse Mortgages Pay You MoneyOne positive of reverse mortgages is that the payouts are not taxable because they are considered a loan.
November 08, 2019
Honoring Advisors Who Serve(d): Veterans Day, 2019ThinkAdvisor's yearly compilation highlights the stories of 14 military veterans who also serve in the financial advisory industry.
November 06, 2019
Merrill, Raymond James to Return $12M in Excess 529 Plan FeesThese matters concern issues that pre-date FINRA's 529 Plan Share Class Initiative, announced earlier this year.
November 01, 2019
Student Loan Help Tax Breaks and Other Employer DreamsWhen Prudential held a benefits trends media briefing in New York, a non-insurance topic was the star.