Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Family Feud
By Olivia MellanWhen Rupert Murdoch's oldest son recently left News Corp., where he was being groomed to succeed his father, it was a reminder of the powerful...
February 01, 2005
The Next Stage for Life PlanningIt's December and there's snow on the ground outside George Kinder's office, a couple of blocks from Harvard Square in Cambridge, Massachusetts. So you can't...
August 01, 2004
Coming of AgeWhy do Americans of all wealth levels continue to pour money into 529 college savings plans? The answer is simple: the cost of higher education...
April 01, 2004
Buy Now, Save LaterThe mounting assets in 529 college savings plans are a telltale sign of their popularity: From $19.2 billion in assets at the beginning of 2003,...
August 01, 2003
Campus CrusadeIn 1999, less than half the states in the U.S. offered 529 college savings plans. Among those that did, investment choices were limited, maximum contribution...
February 04, 2003
Get Your 529 License, and QuickThe government is dragging its feet on final 529 p
November 08, 2002
Going to School With MorningstarMorningstar introduces a 529 college savings plan