by
Dorothy Hinchcliff
OppenheimerFunds Inc. has reached a $20 million settlement on a lawsuit over
heavy losses in Oregon's 529 college
savings plan.
by
Dorothy Hinchcliff
Parents of high school children say the amount of their
kids' total college education costs that they can cover has dropped
nearly 27% from last year, according to a Fidelity Investments survey.
by
Ray Fazzi
Americans seem split on what to do about preparing for
retirement and their children's college education, according to a new survey.
by
Ray Fazzi
A college education has long been considered a pillar of the American
Dream, but the recession has caused some people to wake up to a new
reality regarding post-secondary education.
by
Jeff Schlegel
The Certified Financial Planner Board of Standards Inc. wants to put
theory into practice with its proposal to add a financial plan
development course to its educational standards.
by Raymond Fazzi
New 529 plan sales are down in the wake of the market collapse, while plan participants retreat to ultraconservative options.
by
Dorothy Hinchcliff
U.S. economic woes and stock market volatility have prompted changes in
the investment and social behaviors of high-net-worth Americans, says a
new survey of CPA financial advisors.
by
Dorothy Hinchcliff
Most American parents have not reduced the amount
they are saving for their children's college educations because of the recession, but most are considering cheaper schools, says a new survey.
by Marla Brill
Fund manager Andrew Stenwall says high-yield bonds are likely to outperform.
by
Jeff Schlegel
529 college savings plans muddle along despite their benefits.
As The Number Of Players Shrinks, Recruiting Intensifies
If the financial advisory business supposedly occupies the sweet spot of the financial...
by
Jeff Schlegel
Generation X is ready for financial advice, but are advisors ready
for Gen X?
by Tracey Longo
That's exactly how Sacramento, Calif.-based Hanson McClain built a firm With $1.2 billion in assets.
by Kurt J. Rossi
Thoughts on managing clients' outlooks during bear markets.
by Mitch Anthony
Risk tolerance tools do a poor job of predicting how clients will react when faced with a crisis.
by Mary Rowland
It's questionable when planners say consolidation is the only solution to shrinking profit margins.
by
Karen DeMasters
First Genesis has carved out a niche and become one of the largest firms in the country serving African-Americans.
by Tracey Longo
More advisors' clients are maxing out on 529 plans,
driving first-year contributions into the six-figure range.
by Raymond Fazzi
Education planning emerges as a new niche as more clients need help with complex issues
