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.
Sen. McConnell Sends Mixed Signals on $600 Jobless Payments
By Melanie WaddellHe called a full extension "unfair" and "bad economics" Wednesday after signaling Tuesday that he might accept that provision.
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.
July 11, 2020
5 College Planning Tips for the Upcoming School YearAdvisors can help families and students prepare financially for a very unusual year.
July 09, 2020
PPP 'Pig-Out' Complicates New Stimulus Bill's Timing: ValliereThe news that billions of dollars have flowed to well-connected firms that don't need money has "embarrassed Congress," he says.









