Hoping to stave off concern from college savers that 529 accounts are too vulnerable to stock market volatility and expected interest rate hikes, some plan managers are switching up investment choices.
Senate committee to approve measure loosening rules for 529 plans.
Advisers should discuss additional advantages, including estate planning, to help clients make good decisions and build the relationship.
<i>Breakfast with Benjamin:</i> S&P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?
Forty-one percent of households don't have $2,000 in liquid savings, which would cover the median cost of the most expensive financial shock.
Take the quiz as you go through the story. The answers are in the footnotes.
Now is the time to sit down and focus on your finances.
It's no surprise that inflation is not top-of-mind but for long-term investing to be successful, long-term returns need to outpace inflation.
The third billion-dollar-plus team to leave Morgan this summer is the latest in a series of big swaps.
Firms need to think differently as the arms race in upfront money continues unabated.
Working with retirement clients presents great challenges and opportunities. No two clients are alike and they need personalized solutions.
Wells finds exclusive recruiting agreement not enough to close the deal with all of the Swiss firm's brokers.
Beneficiaries who can't avoid an increase can still find ways to manage through the hike.
Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse.
Much to the surprise of some market watchers, investors — and thus, financial markets — Monday looked past the brutal terror attacks in Paris on Friday that left 129 people dead and hundreds injured.
Steeply rising health costs call for a more dynamic retirement planning approach than traditional income replacement ratios.
She claims agents are more interested in winning free vacations than finding the best investments for their clients.
Study examines regional differences in retirement readiness; lessons for advisers.
Perez defends White House study, while SIFMA and ICI attack it.
