It’s not that important where your clients’ children go to college. What matters more is their teens’ mental health. Advisors can calm parents’ nerves.
Your clients shouldn’t be jumping for joy or buying you a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should, instead, give you the boot, says wealth advisor Ed Butowsky, writing on TheBlaze.com. Advisors whose cli...
The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business. The rule, which may come to life by October, is aimed at mitigating the risk of client...
Lynn O’Shaughnessy is a nationally recognized higher-ed speaker, journalist and author of The College Solution. She writes about college for CBS MoneyWatch and her own blog, TheCollegeSolution.com.
The price of a college education continues to rise, with tuition and room and board now costing nearly $20,000 per year. And while most students do not end up paying the full price tag, the average graduating college senior who takes out loans...
