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.
Tim Seifert to Lead Lincoln Financial Annuity Sales
By Allison BellSeifert has been in charge of sales of small-market retirement plans.
May 08, 2017
Puerto Rico Grabs a Big Hammer, Last Tool in Its BoxThe fiscal board Congress put in place may not be particularly friendly to bondholders.
May 08, 2017
Lawmakers Push Bill Allowing Student Debt to Be Discharged in BankruptcyThe bipartisan bill changes federal bankruptcy rules to establish parity between student loan debt and other debt.
May 01, 2017
What to Look for When Hiring Young PlannersWhen contemplating staffing decisions for your firm, things such as timing, expectations, compensation, personality and skill set all have to align.
May 01, 2017
Frontrunners: The 2017 IA 25Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors behalf.
April 27, 2017
New Fannie Mae Policies Help Student Borrowers Get MortgagesThe policy changes reduce the cost of cash-out refis for student loan borrowers.
April 20, 2017
Lou Harvey Hits Pfau Back Over Criticism of Dalbar Investor StudyDalbar CEO says Wade Pfau, a professor at The American College of Financial Services, misses the point of QAIB study, calling his criticism silly.
April 19, 2017
4 Cool Fintech Tools Coming Out of NY Tech DayThis years NY TechDay brought in more than 575 startups, including several fintech influencers.