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.
A New Tool for Multi-Gen Client Engagement
By Gretchen KruegerAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
November 19, 2021
Employees Demand Better Financial Benefits: Morgan StanleyA survey finds that 61% of employees are paying more attention to financial benefits than they did a year ago.
November 04, 2021
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech RoundupAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.
November 03, 2021
15 Best Cities for Veterans to Live: 2021Some 19 million military veterans live in the U.S., and many face hurdles when they reenter civilian life, WalletHub notes.
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.