16 Best & Worst 529 College Savings Plans of 2016: Morningstar
Of the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
Pensions, Endowments Reap Best Quarterly Returns Since 2014
Larger funds posted a 3.7% median gain, Wilshire says; global equities boosted performance in first quarter.
Top 15 Charities for 2015 Fundraising
Private support for Philanthropy 400 organizations increased by 7% over 2014.
Harvard Raises Record $1.2B, but Slow Returns Crimp Budget
Fundraising total is second-largest ever in higher education; “more restraint on spending will be called for,” school says.
10 Worst U.S. Cities to Build Wealth
Bankrate finds that a city’s overall wealth does not mean the average household has the tools it needs to get ahead financially.
SEC Charges Advisor for Overbilling Fees, Stealing Assets
The SEC says Marc Broidy billed excess fees and also misappropriated funds to pay for overseas trips and leases on luxury vehicles.
College Gets More Expensive, Again
Tuition and fees at private and public schools alike keep rising faster than inflation.
On the Ballot: Key State and Local Tax Proposals
In several states, Election Day will mean more than choosing a president, it will involve voting on initiatives to increase state or local taxes.
Where Wealthy Donors Give and What They Expect: U.S. Trust Survey
The wealthy contributed to eight different nonprofit organizations on average, with most giving to basic needs groups.
Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor Upgrades
Since wirehouses “want to look like you,” head of Schwab custody unit urges advisors to evolve to meet client needs.