Saving for College
Learn about the best strategies and products your clients can use when saving for college as well as the guidance needed when applying for financial aid.
Employees Demand Better Financial Benefits: Morgan Stanley
By Michael S. FischerA survey finds that 61% of employees are paying more attention to financial benefits than they did a year ago.
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.
June 18, 2021
Advisors Embrace Financial Education for Students: SurveyTwo-thirds of advisors said they expect financial education to be part of their future business model, new research from MoneyGuide has found.
May 21, 2021
Why Direct-Sold 529s Are Better Than Advisor-Sold Plans: MorningstarAdvisor-sold 529 plans can include 12b-1 fees. Morningstar isn't a fan.
March 12, 2021
How the $1.9T Stimulus Package Benefits College StudentsThe American Rescue Plan includes benefits for student loan borrowers and non-borrowers.
December 03, 2020
FMG Suite Buys Advisor Marketer Twenty Over Ten: Tech RoundupAlso, Orion recruited an ex-Ascensus exec to further its expansion into the 529 plan sector.
September 23, 2020
More Families Are Saving for College, But They Aren't Saving Enough: FidelityMany are concerned about the impact of the pandemic on those savings, according to a new Fidelity study.
May 28, 2020
A 529 College Savings Day Unlike Any OtherThe college experience may be changing, but the need to save and invest for it isn't.