Charles is a specialist on financial advisory industry topics. He was an editor for Investment News and has also written for Financial Planning, Family Wealth Report, RIABiz, Barron’s, The New York Times and Reuters. Twitter: @paikert
Key players in Section 529 college savings programs, higher education and financial aid will meet on Sept. 16 in Washington to discuss issues affecting saving and paying for college.
Wealth managers studying for the chartered-private-wealth-adviser designation will be learning more about behavioral finance, risk management and communicating with clients next month.
The Dana-Farber Cancer Institute of Boston and the Massachusetts chapter of the Financial Planning Association are set to ramp up their groundbreaking free financial-planning coaching service for cancer patients this fall.
A bill that would continue to allow investors in Section 529 college savings plans to make two changes each year to their investment allocations appears unlikely to be passed by the House anytime soon, according to industry and Washington insiders.
As the Section 529 college savings plan industry this month enters its most important marketing period, it has turned a blind eye to the unsettling events of the past 12 months.
The amount of money students borrowed for college has risen dramatically in the last year, a development that could be beneficial to Section 529 college savings plans — if the 529 industry can effectively communicate its message, observers noted.
A bill that would continue to allow investors in Section 529 college savings plans to make two changes each year to their investment allocations appears unlikely to pass the House anytime soon, industry and Washington insiders say.
Tolleson Wealth Management has acquired Quintessence Group Ltd., a multifamily office that also caters to high-net-worth clients in the Dallas market. Terms of the deal weren't disclosed.
Legitimate offshore banking by wealthy Americans may be the next casualty of the UBS AG tax evasion case.
At a time when financial advisers are looking for every possible business advantage, opening a trust company appears to be an increasingly attractive option.
