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529 Plans Offer SRI Options

Thursday, 07 January 2010
A number of 529 college savings plans are adding more socially responsible investment options to their line-ups.

Advisor Emporium

January 2010 issue
Advisor Emporium

Fees Drop On 529 Plans

Thursday, 03 December 2009
The battle for managing 529 college savings plans is back on the front burner, with providers turning on the heat by lowering fees.

OppenheimerFunds Settles 529 Plan Suit For $20 Million

Friday, 20 November 2009
OppenheimerFunds Inc. has reached a $20 million settlement on a lawsuit over heavy losses in Oregon's 529 college savings plan.

Tax-Efficient Learning

By Troy Onink and Lloyd Paradiso - Tuesday, 10 November 2009
A well-crafted tax planning strategy can significantly cut down on the college costs of affluent clients.

Recession Takes Toll On College Savings

Thursday, 17 September 2009
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.

Americans Face Savings Dilemma

Monday, 31 August 2009
Americans seem split on what to do about preparing for retirement and their children’s college education, according to a new survey.

Economy Impacting Education Decisions

Thursday, 13 August 2009
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.

CFP Board Proposes Addition To Education Standards

Tuesday, 11 August 2009
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.

College Savers In Retreat

By Raymond Fazzi, July 2009 issue
New 529 plan sales are down in the wake of the market collapse, while plan participants retreat to ultraconservative options.

Recession Changing Affluent Behavior

Monday, 22 June 2009
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.

College Savings Won't Cover Costs, Survey Says

Monday, 18 May 2009
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.

Working The Bond Market

By Marla Brill, December 2008 issue
Fund manager Andrew Stenwall says high-yield bonds are likely to outperform.

Bump In The Road

By Jeff Schlegel, June 2008 issue
529 college savings plans muddle along despite their benefits.

FRONTLINE NEWS

May 2008 issue

X Marks The Spot

By Jeff Schlegel, May 2008 issue
Generation X is ready for financial advice, but are advisors ready for Gen X?

It's How You Arrive

By Tracey Longo, May 2008 issue
That‚s exactly how Sacramento, Calif.-based Hanson McClain built a firm With $1.2 billion in assets.

Great Expectations

By Kurt J. Rossi, April 2008 issue
Thoughts on managing clients‚ outlooks during bear markets.


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Managing Retirement Income: Part III

An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

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A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

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