New Tool Helps Families Assess Effects of Budget Cuts on Student Aid
A new tool from the National Association of Student Financial Aid Administrators shows the impact of Trump budget cuts on financial aid at individual schools.
New Wells Fargo Scandal in Car Loans Seen as Proof Controls Still Lacking
Thousands of clients got unwanted insurance with auto loans, and many defaulted.
Fidelity Clearing to Partner With Goldman, US Bank; Expand Loans to Wealth Clients
RIAs, broker-dealers and family offices will be able to offer securities-based loans of up to $25 million through the program.
Wells Fargo FiNet Adds 2 Merrill Teams in California: Recruiting Roundup
As the bank's recent data leak grabs headlines, Dynasty Financial brings on one of its former reps and staff.
$2M Wells Fargo Team Moves to Janney
The recruiting news comes just days after a scathing report about the bank's release of private information on 50,000 clients and advisors.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
Seward & Kissel Launches Regulatory Compliance Service: Portfolio Products
Also, GuideStone Funds introduces a strategic alternatives fund and USCF launched two three-times leverage oil funds.
Wells Fargo Data Release Said to Lead to Regulatory Focus
Regulators are said to have started asking questions about the breach after the data was mistakenly provided to an attorney.
Morningstar, MMI Launch Sustainable Investing Initiative
The program is focused on educating financial advisors about ESG investments because an increasing number of clients are demanding them.
Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 plans with top rankings based on their flexibility, costs, investment performance and more.