The Untapped Goldmine Most Financial Advisors Haven’t Discovered Yet — But Should
There are 44 million student loan borrowers in the United States today. Meanwhile, there are just about 100,000 Certified Financial Planners (CFPs) in the country. That’s a staggering ratio — more than enough business to go around for every advisor and firm. Yet, for reasons unknown, many firms are still avoiding the opportunity that could […]
Student Loan Forgiveness Delayed, Interest Resumes: What Advisors Must Know in August 2025
Millions of borrowers are stuck in limbo with rising balances and delayed relief as new changes take hold. IBR forgiveness is paused, SAVE Plan interest resumes August 1, and processing delays are piling up. Advisors need to act now to reassess repayment strategies and protect client progress. Finology Software makes it easy to identify impacted […]