Why Now Is a Good Time to Remind Clients to Save for College
Several states are offering prize money this month to families who contribute to their in-state 529 plan.
Prepaid 529 Plans Gain Popularity
Prepaid 529 plan assets, up 2.6% in the first quarter, have been increasing since Q4 2011.
Pershing to Offer 529 College Savings Plans
The new 529 college savings plan is designed to help advisors overcome the hurdle of managing college savings outside their clients' portfolios.
New Hire Roundup: Oliner, Kleinke Join AEI; Bozek Advances at Prudential
This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.