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.
How to discuss the college cost-benefit calculus
By Rich WhiteHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.
The Rise of the Financial Planning Academic
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.
April 18, 2014
'Why am I dead?' He never asked. Here's the answer he never heardA medical student in residency sees many things some that thrill, some that horrify.
April 16, 2014
Top 25 Best Cities for Millennials to LiveFor financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
April 16, 2014
New Hire Roundup: BrightScope Names Riggio Its First Chief Revenue OfficerAlso, Pacific Life announced changes in its sales organization, and Edmond Markel joined Hennion & Walsh.
April 15, 2014
The New Challenge for the Next Generation of Financial PlannersThe firms that figure out how to profit from apprenticeship planners, helping turn trained planners into effective salespeople, will be the ones that succeed.