Subscribe

Are advisers making the grade when it comes to college savings?

529-college-savings

Many clients are making college savings mistakes and could use more help from their financial adviser

Morningstar recently issued its annual analyst ratings for college savings plans, upgrading eight plans and downgrading nine among the plans that represent 97% of assets invested in 529 plans. In California, where we administer the state’s ScholarShare 529 college savings plan, the annual ratings

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Are advisers making the grade when it comes to college savings?

Many clients are making college savings mistakes and could use more help from their financial adviser

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print