College Planning

State universities are competing aggressively for the children of your affluent clients. 

I did what? | AKodisinghe/iStock/Thinkstock There’s so much chatter about the flood of cybersecurity threats around financial services firms, and the technology that can hold it at bay, it’s easy to forget most lapses are the result of persona...

Title IV financial aid benefits linked to students’ actual ability to pay off debt post-graduation.

Put clients at ease by dispelling these commonly held beliefs about the college admission process. 

If he was a stock ... | Copyright Elsa, Getty Images If you focus too much on getting the top prospect, you’re going to overpay and underperform, says Raife Giovinazzo, the director of research at Fuller & Thaler, and Richard Thaler, princ...

Colleges typically offer better scholarships and grants than universities.

More than just a soap opera. Empire may be the most blatant example, but there is a lot that can be learned about wealth management -- good and bad -- from watching television. From Downton Abbey and Game of Thrones to Grey's Anatomy, the ...

Is this the face of a fraudster? The Securities and Exchange Commission’s arguments for bringing its recent case against Patriarch Partners and its founder and CEO, Lynn Tilton, are weak and specious, according to an op-ed published by a ...