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.
Victory Capital to Acquire USAA Asset Management
By Marlene SatterThe unit includes USAA's mutual fund and ETF businesses.
November 02, 2018
How Much Do Families Leave Behind by Not Using 529 Plans?A Morningstar analysis looks at the effect of using a 529 college savings plan instead of other savings vehicles.
October 22, 2018
College Costs Are Rising, Along With Student GrantsBorrowing by parents to help finance their kids' college education is also rising, according to reports from the College Board and Sallie Mae.
October 19, 2018
Morgan Stanley, Goldman Want to Lend More Money to Ultra RichIn the past five years, Morgan Stanley has tripled these loans to high-net-worth individuals.
October 17, 2018
Top 15 Colleges Whose Business Majors Get Highest Starting SalariesGraduates with business degrees from these colleges get off to a lucrative start, according to PayScale.
October 15, 2018
Orion Users Now Can Use FinMason's 5-Minute Financial PlanFinMason CEO Kendrick Wakeman says integration places advisors "80% of the way" to what full-blown financial planning software provides.
October 10, 2018
College for Financial Planning Starts SRI TrainingAbout 20% of U.S. AUM is now tied to sustainable, responsible and impact investing.
October 09, 2018
20 Best Paying Jobs for College Business Majors: 2018PayScale collects salary data from 2.3 million alumni of more than 4,000 universities to determine, among other things, mid-career salary potential of these jobs and related majors.