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Financial Planning November 1, 2007 Stacy Schultz	5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings.
Registered Rep. August 24, 2011 Jerry Gleeson	Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product.
Financial Planning June 1, 2007 Jennifer M. DeLong	The New College Try A college degree is invaluable, but it is worth more if it doesn't come with a debt load that burdens students and parents for years. College savings must take its rightful place as part of an integrated financial planning approach.
Financial Advisor July 2006 Raymond Fazzi	A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues.
The Motley Fool January 22, 2004 Selena Maranjian	Saving for College College costs can be managed with proper planning.
Financial Planning January 1, 2009 Deborah Fox	Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets.
Investment Advisor August 2010 Marlene Y. Satter	A Retirement Plan Solution Brian Pon of Financial Connections Group, Inc., in Corte Madera, California, has a suggestion particularly for parents who will be around 59 years old while their children are in college.
Financial Advisor December 2004 Gregory Bresiger	Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients.
Financial Planning May 1, 2008 Stacy Schultz	Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report.
Financial Planning August 1, 2010 Donald Jay Korn	Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion.
Financial Advisor January 2007 Marla Brill	The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help.
Registered Rep. April 10, 2012 Kevin McKinley	Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest.
The Motley Fool January 23, 2004 Selena Maranjian	America Saves? Americans aren't saving like they should.
Financial Planning June 1, 2011 Katie Kuehner-Hebert	Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble.
Registered Rep. February 4, 2004 John Churchill	Americans Not Saving Sufficiently For Retirement Even as advisors eagerly chase the business of retiring baby boomers, a large percentage of the working population remains in the dark about financial planning, having vitually no retirement plan or savings.
Investment Advisor February 2007 Savita Iyer	Taking Advantage of the Pension Protection Act Financial advisors need to understand fully what the Pension Protection Act means and how it pertains to their business.
Financial Advisor July 2007 Tracey Longo	Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range.
On Wall Street July 1, 2013 Mason Braswell	Generation W(on't Be Able to Retire) The conversation about millennials retirement is just beginning.
Financial Advisor July 2008 Jeff Schlegel	Bump In The Road College savings plans are difficult to understand and are being underutilized.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Investment Advisor August 2007 Kara P. Stapleton	Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help.
Investment Advisor January 2007 Savita Iyer	DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor.
Investment Advisor February 2008 Melanie Waddell	Buying Binge After years of organic growth, The Hartford snaps up three firms to bulk up its retirement planning offerings.
Registered Rep. April 1, 2007	401(k)s Coming Your Way? Big Blue announced that it has hired Fidelity Investments and The Ayco Company to offer financial advice to its U.S. employees. IBM's move may be a first for a major U.S. company. That's good news for financial advisors.
Financial Planning September 1, 2006 David Liebrock	Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market.
Registered Rep. May 3, 2007 Kevin Burke	Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
Financial Planning July 1, 2013 Martha White	Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics.
Registered Rep. April 1, 2005 Kevin McKinley	Passing Grades for 529s When qualified college savings accounts burst on the scene in the late 1990s, the initial growth exceeded most expectations. At the same time, small tickets, bigger regulatory burdens and a go-go stock market are diminishing the interest of some advisors.
The Motley Fool October 13, 2010 Dan Caplinger	Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them.
The Motley Fool August 16, 2006 Dan Caplinger	Prioritizing Your Savings Should you save for retirement or for education for your kids?
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
AskMen.com Michael Estrin	10 Common Savings Mistakes Here are the 10 most common mistakes people make about saving money.
On Wall Street October 1, 2010	Letters Most people think that health care reform will solve many of the problems facing retirees and people about to retire. Nothing could be further from the truth. Financial advisors need to be prepared to talk about health care costs.
Investment Advisor June 2008 Melanie Waddell	Retirement Planning at Envestnet The former president of Ibbotson plans 401(k) advice platform for Envestnet Asset Management's newly established Retirement Services Group.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
The Motley Fool January 25, 2005 Dayana Yochim	You're on Your Own, Kiddos In the standoff between retirement savings and college savings, retirement wins.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
The Motley Fool August 30, 2007 John Rosevear	Start Saving Now Does the prospect of saving for an emergency fund or for retirement seem too overwhelming? Then start smaller. Save for a tangible near-term goal, and commit yourself to paying off credit cards each month.
Registered Rep. April 27, 2015 Lynn O'Shaughnessy	College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
The Motley Fool October 17, 2006 Mary Dalrymple	Lake Wobegon College Many financial aid administrators say parents have a false sense of security that their child's chosen college will help them pay the costs of their child's education.
The Motley Fool April 19, 2004 Robert Brokamp	What Will College Really Cost? You've heard the scary statistics, but the final price tag may not be so bad.
The Motley Fool May 5, 2005 Robert Brokamp	Save for College or Retirement? If you feel conflicted about putting yourself ahead of your offspring, consider setting aside money in an IRA. You can use the money for qualified higher-education expenses as long as you follow the rules.
Financial Advisor July 2010 Dalton & Dalton	The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid.
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
Investment Advisor September 2008 Kara P. Stapleton	Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group?
Registered Rep. August 25, 2010 Halah Touryalai	Better Economic Times Ahead? Your Clients Don't Think So. Advisors seem more optimistic about the economy than their own clients, according to a recent survey.