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.
Carson Group to Give $500K for Next-Gen Black CFPs
By Jeff BermanThe RIA is working with the AAAA Foundation to support financial planning programs at historically black colleges and universities.
July 31, 2020
New York Fed: Gap Year From College Could Have Lifelong CostsMeanwhile, the direct and indirect costs of attending college right now are relatively low, analysts find.
July 29, 2020
Banks Report Pervasive Fraud From COVID-19 Loan ProgramHundreds of banks and credit unions express serious concerns about suspicious activity, the SBA's Office of Inspector General says.
July 24, 2020
Morningstar Changes Ratings Framework for 529 PlansDistinctions between advisor-sold and direct-sold plans will be eliminated.
July 20, 2020
AICPA Launches PPP Loan Forgiveness ToolThe platform automates the forgiveness process for small-business owners who received PPP funds.
July 17, 2020
Fed Is Setting the Stage for a Major Policy ChangeThe Fed will focus on reducing unemployment and actual, rather than expected, inflation.
July 13, 2020
PPP Data Errors Abound, Raise Questions About Stimulus' ImpactOf some 4.9 million loans, the number of "jobs retained" is zero for more than 1 in 10.
July 13, 2020
Invesco to License Fidelity's Active Equity ETF Strategy: Portfolio ProductsAlso, RBB plans to offer Precidian Investments' non-transparent ETF structure on its turnkey platform.