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.
August 08, 2012
Quad-A: Enticing Black Students to Become AdvisorsQuad-As focus is on trying to get historically black universities like Howard to introduce degree programs in financial planning.
August 08, 2012
A year later, S&P downgrade of U.S. looks like a dud (Washington Times)Still, one benefit of the downgrade, says Nigel Gault, chief U.S. economist at HIS Global Insight, is that it focused on the need to do something about Americas debt.
August 03, 2012
Loring Ward Helps Parents Teach Kids About MoneyHelping families teach children about finances is a way advisors can take a more comprehensive, holistic approach to wealth, instead of only focusing on investments, a Loring Ward executive says.
August 01, 2012
AIG to Buy Hartford Broker-Dealer Woodbury Financial ServicesThe agreement is expected to close by the end of 2012, subject to regulatory approval and other customary closing conditions, according to Liam E. McGee, the Hartford's chairman, president and CEO.
August 01, 2012
AIG to Buy Hartford Broker-Dealer Woodbury Financial ServicesThe agreement is expected to close by the end of 2012, subject to regulatory approval and other customary closing conditions, according to Liam E. McGee, the Hartford's chairman, president and CEO.
July 31, 2012
MetLife Publishes Intergenerational Financial Planning GuideMetLife Mature Market Institute has published tips to help consumers with intergenerational financial planning.
July 31, 2012
Top 16 Most Optimistic Countries in EuropeWhos feeling optimistic in Europe? It may be counterintuitive, but according to this Gallup poll, the most optimistic people are those who rate their current lives poorly.
July 31, 2012
Manchester United IPO to Hit U.S.Britains highly touted soccer team Manchester United, owned since 2005 by the family of the Florida-based businessman Malcolm Glazer, is hitting the streetWall Street, that is.
July 27, 2012
LTCI Watch: Sam's CreditorsIf we're less productive than we'd hoped, where do the frail and disabled elderly stand in terms of priorities?
July 27, 2012
LTCI Watch: Sam's CreditorsIf we're less productive than we'd hoped, where do the frail and disabled elderly stand in terms of priorities?