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.
Complaints by Student Loan Borrowers Yield Millions in Relief: CFPB
By Bernice NapachThe CFPB's annual report extols the benefits of consumer complaints, which ultimately affect policy.
October 13, 2017
5 Takeaways From BofA, Wells Fargo Q3 EarningsConsumer lending shows cracks on the second day of earnings season; the four largest U.S. banks cut their combined workforce after a pause.
October 13, 2017
Wells Fargo Hit by Surprise Charge From Pre-Crisis MortgagesThe bank takes a $1 billion charge for a pre-crisis mortgage probe; the surprise charge adds to headaches from the fake-accounts episode.
October 12, 2017
Families Saving More for College but Underestimating Costs: FidelityFidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
October 10, 2017
New York Life Adds Student Loan Repayment Program for EmployeesThe repayment program will offer up to $10,200 over five years for eligible employees, as well as student loan advice and online planning tools.
October 02, 2017
Lost and Found in TranslationWere pleased to focus on the phenomenal growth of the RIA business model, as witnessed and cultivated by Pershing Advisor Solutions CEO Mark Tibergien, in this month's cover story.
October 02, 2017
Best of ClassHow an idea, a teacher and a public school leader are inspiring advisors to create a legacy that will reverberate through their communities.
September 28, 2017
New York Reminds Student Borrowers to Apply for Loan ForgivenessTrump has threatened to end the program, but Attorney General Schneiderman notes it's still intact and his office will help New Yorkers wrongfully denied eligibility.