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.
Top 12 Mega-Donors to Charity in 2021
By Michael S. FischerThe Chronicle of Philanthropy has released its annual list of the biggest benefactors.
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.
November 04, 2021
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech RoundupAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.
November 03, 2021
15 Best Cities for Veterans to Live: 2021Some 19 million military veterans live in the U.S., and many face hurdles when they reenter civilian life, WalletHub notes.
October 28, 2021
15 Best 529 College Savings Plans of 2021: MorningstarThe firm's manager research analysts have identified the education savings plans they consider best in class in 2021.