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.
Michael Finke Named Dean of The American College
By Janet LevauxMichael Finke of Texas Tech will soon be the dean of the the program that provides education for CFP, ChFC and other advisor designations.
January 22, 2016
Succeeding as an advisor — at 23Not sure what to do as college graduation approached, Laura Vaughn took a chance on financial advising and discovered a calling.
January 22, 2016
Succeeding as an advisor — at 23Not sure what to do as college graduation approached, Laura Vaughn took a chance on financial advising and discovered a calling.
January 22, 2016
Is the future of financial advice as dim as millennials' finances?A study says that, among the overall population, millennials are the age group with the lowest level of financial literacy.
January 20, 2016
Is the Future of Financial Advice as Dim as Millennials’ Finances?Theyre saddled with debt, including short-term loans, and financially illiterate. So how can they replace your boomer clients?
January 11, 2016
Big Firms Boosting Series 7 Courses at Colleges to Address Looming Headcount CrisisFive financial services firms have paid for 23 universities across the U.S. to offer Series 7 courses using Securities Training Corp. materials.
January 11, 2016
What clients need and what advisors aren't doingOne of the biggest mistakes an advisor can make is to operate in the short term.
January 11, 2016
What clients need and what advisors aren't doingOne of the biggest mistakes an advisor can make is to operate in the short term.