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.
Invesco to License Fidelity's Active Equity ETF Strategy: Portfolio Products
By Jeff BermanAlso, RBB plans to offer Precidian Investments' non-transparent ETF structure on its turnkey platform.
July 08, 2020
GPB Capital Took PPP Loans While Under InvestigationA law firm is calling on Congress and the Trump administration to claw back the money.
July 06, 2020
SBA Names Firms Getting $150,000 or More in PPP LoansSome 650,000 larger entities have taken about 75% of the loan money allocated through June 30.
July 01, 2020
We Asked, Advisors Answered: How Can the Industry Increase Diversity?Ex-FPA President Frank Paré, Lazetta Rainey Braxton and others gave ThinkAdvisor their recommendations.
June 30, 2020
Mnuchin, Senators in Talks to 'Repurpose' Unused PPP FundsThe Senate passed an extension to the program late Tuesday.
June 29, 2020
Bill on PPP Loan Forgiveness Calculators Introduced in HouseThe legislation calls for creation of a simple online calculator to help small-business owners fill out complex loan forgiveness forms.
June 29, 2020
Hightower Expects 'Material Revision' to $1.2M Set Aside for 529 Plan OverchargesThe firm said it would participate in FINRA's 529 Plan Share Class Initiative.
June 25, 2020
Americans With Student Debt Owe $24,155 on AverageFour in 10 debt holders didn't understand the implications of taking a student loan, Northwestern Mutual study finds.