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.
Economic data could prompt Fed to delay interest rate increase
By Nick Gentle and Stephen KirklandSpeculation the Federal Reserve might raise interest rates sent the Bloomberg Dollar Spot Index up 3.6 percent.
March 10, 2015
Obama Signs Student Aid Bill of RightsObama's student loan directive would create a new complaint system for student borrowers and ease loan repayment.
March 05, 2015
5 Tips for Saving for College in 2015While college costs seem to rise inexorably, there are ways for parents and grandparents to pay for a child's tuition without breaking the savings bank.
March 02, 2015
Three Rules of Moral BehaviorRonald Duska is a recognized leader in helping business executives and financial professionals learn the principles of ethical decision making.
March 02, 2015
Aiding and Abetting: How Client Wrongdoing Can Hurt YouMost financial advisors would refuse to aid and abet a client in breaking the law. But sometimes the situation isn't so clear-cut.
February 26, 2015
10 reasons my closing ratio tops 90%How one firm's sales process went from dismal to dynamic.
February 23, 2015
U.S. Banks Hoard $2 Trillion of Ultra-Safe BondsWhat do Americas banks know about the state of the U.S. economy that has them hoarding Treasuries?
February 10, 2015
How Advisors Can Reach Tech-Savvy MillennialsHere are some methods advisors can use to attract millennials, who are expected to have a net worth approaching $7 trillion by 2018.