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.
Best 529 College Savings Plans of 2020: Morningstar
By Michael S. FischerMorningstar changed its 529 plan rating methodology this year to put more weight on fees.
October 27, 2020
Will eMoney's New Planning App Help or Hurt Advisors?Experts weigh in on what the app, which targets the retirement plan market, will mean longer term for traditional wealth managers.
October 26, 2020
10 Universities With the Largest Endowments: 2020College endowments can be used to benefit students, but they can also raise the hackles of cost-conscious parents and politicians.
October 22, 2020
PPP Loan Forgiveness Guidance: What Does It All Mean?Some guidance will work in favor of certain owner-employees, while others may be surprised when they have trouble qualifying for loan forgiveness.
October 21, 2020
Democrats Block Votes on GOP Stimulus, PPP Bill in SenateMcConnell planned a vote on the $500 billion GOP plan even as Speaker Pelosi and the White House continued to negotiate.
October 15, 2020
More Investors Turn to Financial Advisors During PandemicA new Oval Office occupant in January would not affect investment advice to clients, a survey found.
October 13, 2020
Fidelity Hiring 4,000 Workers, Including AdvisorsThe firm plans to hire thousands of financial advisors, licensed reps and customer service employees over the next six months.
October 13, 2020
XY Planning Unveils New Advisor PortalThe group also announced a partnership with the Association of African American Financial Advisors to help attract Black financial planners.