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.
FMG Suite Buys Advisor Marketer Twenty Over Ten: Tech Roundup
By Jeff BermanAlso, Orion recruited an ex-Ascensus exec to further its expansion into the 529 plan sector.
November 05, 2020
Judge Orders Feds to Reveal All PPP Loan RecipientsThe judge found that legal exceptions for confidential information did not apply to what he called a "colossal outlay of taxpayer funds."
November 05, 2020
20 Best-Paying Jobs for College Business Majors: 2020Yes, financial advisor is on this list.
November 04, 2020
Is PPP Loan Insurance Right for Your Small-Business Client?A new class of PPP loan insurance could help small-business owners mitigate their potential exposure down the line.
November 02, 2020
Ivy Endowments Underperform for Second Consecutive YearBrown stands out as the exception, beating a 60–40 portfolio of U.S. domestic stocks and bonds.
October 28, 2020
Best 529 College Savings Plans of 2020: MorningstarMorningstar changed its 529 plan rating methodology this year to put more weight on fees.
October 27, 2020
Which Generation Has the Most Student Debt?Overall debt and monthly payments have increased across generations and occupations, Fidelity reports.
October 27, 2020
PPP Loan Forgiveness: SBA Offers Relief for Small Loan RecipientsClients who borrowed $50,000 or less are eligible and should be advised about what this valuable option can (and cannot) do.