College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
Nearly Half of Families Earning $100K or More Lack an Estate Plan: Survey
By Michael S. FischerMany respondents said they thought they weren't wealthy enough to need one.
February 11, 2022
Top 12 Mega-Donors to Charity in 2021The Chronicle of Philanthropy has released its annual list of the biggest benefactors.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.
December 22, 2021
Biden Extends Student-Loan Payment Pause After Virus SurgesThe moratorium on payments, interest and collections, due to expire on Jan. 31, was extended through May 1.
December 21, 2021
FINRA Orders Advisor Group, LPL, MML, UBS, Wells Fargo to Pay $9.5M Over 529 PlansFINRA has been encouraging firms to self-report problems with 529 plan share class recommendations.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
November 19, 2021
Employees Demand Better Financial Benefits: Morgan StanleyA survey finds that 61% of employees are paying more attention to financial benefits than they did a year ago.
November 09, 2021
7 Worst 529 College Savings Plans of 2021: MorningstarThese 529 plans have structural flaws like subpar asset allocation or high fees, analysts say.