Updated Sunday, September 21, 2014 as of 2:05 AM ET
Leftover Student Loan Debt Derails Saving for Kids' Edu
Many parents are not saving enough for their children thanks to their own unpaid student loan debts, according to new study from the CFP Board.
More in Mass Affluent
Many U.S. households are not adequately prepared for retirement, according to a new report from the Federal Reserve that found 31% of non-retired respondents indicating they have no retirement savings or pension, including 19% of those ages 55 to 64. more »
Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement more »
A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line more »
While the wealth of American households has jumped more than $25 trillion since early 2009 amid rising equity and home prices, the pass-through to consumer spending is lagging, new research shows. more »
Esther Stearns is working with financial software maker Guide Financial in its quest to "carry the NestWise torch." more »
A survey of 500 mass affluent investors by an industry association finds -- conveniently -- high awareness and use of nontraded REITs. more »
The path from administrative assistant to bank advisor is just part of Annette Martin’s story. Here, we offer more on her shift to fee business, including when not to do it. more »
Mass-affluent investors in their 40s with $100,000 to $500,000 in investable assets constitute an especially promising target group for bank advisors even with direct providers nipping at their heels. more »
Seeing people come up short with the money needed for a retirement home was sad for one administrative assistant. In her new career she helps such people and produces more than $1 million a year doing it. more »
You've probably heard it's best to wait until age 70 to file for Social Security benefits, if possible. But do you know when it's advisable to wait even longer? more »
America's wealthiest investors plan to increase their use of independent financial planners in 2014, according to a new study from Spectrem Group. more »
If your clients run into one of these guys, they just may leave you to make the change to fee-based. more »
The move is part of a shift of emphasis from life insurance "to a more well-rounded protection and retirement planning approach." more »
10 Signs Your Clients May Be Slipping
The September Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 28, 2014 |

October 7, 2014 |

October 21, 2014 |

October 27, 2014 | The Mandarin Oriental, Boston

November 4, 2014 |

Already a subscriber? Log in here