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.
How to Reduce Student Debt and Increase College Affordability
By Bernice NapachThere is no shortage of recommendations, according to a hearing at the House Committee on Education and Labor.
March 12, 2019
FPA Launches College Funding Advice CourseAdvisors can earn 11 CFP continuing education credits if they complete the course.
March 12, 2019
Millennials See a Cashless Future but Lack Credit Knowledge: StudyA TD Bank survey finds millennials often fall short on using credit properly.
March 06, 2019
How Lessons From the Financial Crisis Can Help Navigate Markets TodayA review of Ariel Investments' experience then and now.
March 06, 2019
FINRA Releases FAQ on 529 Plan Share Class Initiative, Extends Compliance DeadlinesThe regulator wants to allow firms sufficient time to consider the new guidance on its self-reporting program.
March 05, 2019
Senate Finance Chair Floats Tax Extenders BillThe bill retroactively extends expired provisions, including those affecting mortgage insurance and tuition expenses.
March 01, 2019
Here's What the Cheapest LTC Option Looks Like NowA new CDC report shows that the supply of adult day services slots has doubled.
February 28, 2019
Stifel Pulls In 5 Merrill Reps: Recruiting RoundupMeanwhile, Cetera brings in a wealth group that supports over $2.5 billion in assets and an institutions team with about $181 million.