Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 plans with top rankings based on their flexibility, costs, investment performance and more.
New App Helps Millennials Create Wills, Trusts
Legal documents can be created quickly with no cost to app users.
What Role Could AI Play in Investor Relationships?
The Salesforce survey finds that millennials are significantly more likely to be interested in AI capabilities offered by advisors.
Betterment Launches SRI Portfolio Strategy; Wealthfront Planning One
Both robo-advisors say the strategies are a direct response to growing demand from clients.
How American Families Pay for College: 2017
Sallie Mae’s 10th survey of parents and children shows that parents are saving less and students are borrowing more.
Money Trumps Love as Millennials’ Biggest Worry: BMO Survey
Millennials’ lack of financial literacy is a major impediment to meeting financial goals, BMO reports.
Middle-Income Americans Desperately Need Financial Advice: Financial Finesse
Cynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio Products
Also, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
Bond ETFs Are Hotter Than They’ve Ever Been
Inflows are rising along with the proliferation of new fixed income ETFs, including smart beta funds.
How RIAs Are Growing Assets as More Clients Withdraw Them
Jon Beatty of Schwab Advisor Services tells ThinkAdvisor what sets the fastest growing firms apart.