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.
SoFi Is Said to Be Closing New $500 Million Funding Round
By Julie VerhageThe funding is said to come from the Qatar Investment Authority, the state-owned holding company from that Mideast country.
April 18, 2019
Parental Support Past Age 25 Is the New Normal: StudyA Merrill/Age Wave study found that young adults struggle more than previous generations did to become financially independent.
April 15, 2019
More Companies Offering Student Loan Repayment BenefitsThis benefit could provide a payoff for employers as well as employees.
April 10, 2019
Most Parents Expect to Chip In for Kids' College, Weddings: AmeripriseParents are providing more support to adult children than they received from their own parents, a survey finds.
April 09, 2019
10 Dumbest States for Financial Literacy: 2019WalletHub ranked the 50 states and the District of Columbia based on financial habits, financial education and other metrics.
April 09, 2019
Envestnet to Offer Pre-Qualified Loans on Client PlatformTo provide a "holistic" approach to managing client portfolios, the firm's advisors soon will be able to offer pre-qualified loans.
April 09, 2019
Grandparents Are a Major Economic Force: AARPGrandparents spend $179 billion annually on their grandchildren, AARP reports.
April 08, 2019
Top 10 Advisor-Sold 529 PlansThese plans tend to have higher fees but more investment options than the plans consumers can buy on their own.