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.
Fidelity Partners With Robo-Advisor LearnVest
By James J. GreenDeal will give Fidelity IWS, National Financial advisors preferred pricing and educational tools to reach emerging and mass affluent clients.
November 20, 2014
College Planning: Correcting the Great 529 Plan Mistake, Penalty-FreeHelping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.
November 20, 2014
TD Ameritrade Endows Director of Financial Planning for Texas A&MNathan Harness, currently an assistant professor of finance at TAMU, will step up to the position of TD Ameritrade Director of Financial Planning.
November 20, 2014
10 Job Skills Employers Want From College GradsWhat employers are looking for is not so much a specific major but a set of skills that are sorely lacking in the job market.
November 16, 2014
15 Colleges With Best Paying Graduate Degrees: 2014Is a master's degree worth the steep cost? That depends partially on where you choose to get it.
November 14, 2014
More CFPs needed but board ‘won’t lower standards’: CFP board’s KellerBoard will foster growth partly through corporate partners; needs to get its arms around robo trend.
November 13, 2014
Advisor on Mission to Make Clients—Yours and Hers—HappierDonna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.
November 11, 2014
7 Key Issues for Next-Gen Financial AdvisorsWe asked a panel of young, rising star advisors at a recent conference what younger investors are looking for. Here are their insights.