529 Plans

Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.

FINRA Orders Advisor Group, LPL, MML, UBS, Wells Fargo to Pay $9.5M Over 529 Plans

December 21, 2021

FINRA Orders Advisor Group, LPL, MML, UBS, Wells Fargo to Pay $9.5M Over 529 Plans
Deepen Relationships With 3 Additional Accounts

December 01, 2021

Deepen Relationships With 3 Additional Accounts
7 Worst 529 College Savings Plans of 2021: Morningstar

November 09, 2021

7 Worst 529 College Savings Plans of 2021: Morningstar
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech Roundup

November 04, 2021

Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech Roundup
15 Best 529 College Savings Plans of 2021: Morningstar

October 28, 2021

15 Best 529 College Savings Plans of 2021: Morningstar
J.P. Morgan Drops Upfront Fee on Some 529 Plans

September 13, 2021

J.P. Morgan Drops Upfront Fee on Some 529 Plans
Clients Can Use 529 Plans to Pay for K-12 School. But Should They?

September 07, 2021

Clients Can Use 529 Plans to Pay for K-12 School. But Should They?