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.
What Does Divorce Really Cost?
By Olivia Mellan, Sherry ChristieConducted by volunteers, Second Saturday workshops address the legal, emotional and financial issues of divorce.
October 24, 2016
To Attract Students, Colleges Offering Loan Debt InsuranceA student loan debt insurance program may help advisors and their clients with college-age kids narrow down their list of ideal schools.
October 05, 2016
Brown University Endowment Posts 1.1% Loss in ‘Challenging’ YearThe smallest endowment in the Ivy League lost $3.2 billion in the fiscal year that ended June 30.
October 05, 2016
Columbia University Endowment Posts 0.9% Loss as CEO DepartsThe percentage loss is the lowest among all the Ivies that have reported so far.
October 05, 2016
Conflicts of Interest and Advisor Credentials: Then and NowDo those who call for a fiduciary standard for all advisors have a conflict of interest? It's a bit more complicated than that.
October 05, 2016
The role of financial literacy in generational wealth planningAdvisors who are serious about helping their clients with generational wealth planning should show clients how to begin the process at home.
October 05, 2016
The role of financial literacy in generational wealth planningAdvisors who are serious about helping their clients with generational wealth planning should show clients how to begin the process at home.
October 03, 2016
Galvin Rips Morgan Stanley for Fostering ‘Dishonest Conduct’ With Sales ContestsWilliam Galvin of Massachusetts said Morgans sales contests tied to securities-based loans encouraged dishonest and unethical conduct.