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.
3 business lessons I learned from my mother
By Andrew GardnerA young financial advisor reflects on the surprising lessons he's learned under the wing of a veteran producer who happens to be his mother.
May 06, 2014
How to discuss the college cost-benefit calculusHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.
May 06, 2014
How to discuss the college cost-benefit calculusHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.
May 06, 2014
The Rise of the Financial Planning AcademicDoctoral programs in financial planning, and the academic research conducted by students and their professors, will usher in a new era in financial planning.
May 01, 2014
How to Discuss the College Cost-Benefit CalculusHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.
April 30, 2014
Raymond James Nabs $80M Wells Team in CaliforniaTwo advisors join the employee channel in Santa Barbara with some $950,000 in yearly fees and commissions.
April 28, 2014
Physician Assistance: How to Advise Doctor ClientsMost advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
April 21, 2014
Is College Worth the Debt? More Consumers Say NoOnly 20% of Americans think student loans are a good investment, down from 54% in 2012, according to a Mintel survey.