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.
April 10, 2011
4 keys to seminar success for advisorsSeminars provide an excellent opportunity to reach many prospects at once. The key is to create a seminar program that is focused on the preferences of the target market and matches your personal style. Here are some pointers:
April 08, 2011
What’s Your Plan for Training New Financial Planners?Fee-only private wealth manager Ron Rhoades shares his insights for training new advisors.
April 08, 2011
PIMCO’s El-Erian: Portugal Actions Represent ‘New Phase’ in European Debt CrisisPortugal’s decision to follow Greece and Ireland in seeking a European Union-led bailout may mark a watershed in the region’s debt crisis, according to PIMCO chief Mohamed El-Erian.
April 06, 2011
FASB Unveils Update to Improve Reporting for Debt RestructuringsThe Financial Accounting Standards Board has issued an update that aims to improve financial reporting through greater consistency in the way generally accepted accounted principals (GAAP) is applied to debt restructurings.
April 05, 2011
FASB Unveils Update to Improve Reporting for Debt RestructuringsThe Financial Accounting Standards Board has issued an update that aims to improve financial reporting through greater consistency in the way generally accepted accounted principals (GAAP) is applied to debt restructurings.
April 05, 2011
Survey Reports Dip in Advisor Earnings Since 2009Annual earnings of financial advisors fell by 11% during the year past, according to a new report.
April 01, 2011
Ireland Disappointed by ECB in Wake of Stress TestsIreland had hoped that the European Central Bank would announce a new funding plan on Thursday just after the results of stress tests on Ireland’s banks were made public.
March 31, 2011
Euro Zone Downgrades Not Over Yet: Moody’sMoody’s Investors Service said Thursday that downgrades to troubled nations in the euro zone were not over, thanks to inadequate measures to resolve the ongoing debt crisis that were announced last week by the European Union.
March 29, 2011
Traveling Museum Exhibit to Educate Public on Financial LiteracyRainworks Omnimedia announced Monday that it would launch an 8,000 square foot interactive, multimedia exhibit to highlight the need for better financial literacy.
March 25, 2011
Pimco’s El-Erian Pessimistic on Japan Recovery, Europe Debt CrisisPIMCO's CEO and co-CIO warns of a slower Japan recovery from earthquake and its aftermath, and worries about Europe’s ineffective response to the debt crisis.