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.
Fed Raises Rates; So What Should Clients Do?
By Bernice NapachThe Fed's latest move has implications for investments and management of short-term variable debt.
March 13, 2017
Wall Street Has Found Its Next Big Short in U.S. Credit MarketStruggling retailers such as Macys are fueling mall defaults; investors are betting against commercial mortgage-backed debt.
March 13, 2017
VanEck Launches the First U.S.-Listed Green Bond ETF: Portfolio ProductsIn other product news, Morgan Stanley launched two sustainable investing portfolios.
February 28, 2017
American College Starts Black Broker Scholarship ProgramThe fund aims to boost the share of advisors who are African-American, which is now less than 8%.
February 16, 2017
Household Debt Is Rising, but Consumers in Better ShapeHousehold debt has reached its highest level since the financial crisis but delinquency rates are lower, according to a New York Fed report.
February 14, 2017
How Debt Can Help Your Clients Save MoreFormer wealth manager and book author Thomas Anderson says paying off debt too soon short-changes retirement savings.
January 30, 2017
4 Ways to Grow the Financial Planner Talent PoolIt's a sad state of affairs when students hear "CFP" and think "College Football Playoffs."
January 27, 2017
5 new generation expectation gap measurementsYounger consumers are more optimistic about some aspects of their finances than others.