State | Program | Manager | Assets ($M) |
---|---|---|---|
VA | CollegeAmerica | American Funds | $49,770.8 |
NY | New York's 529 Program (Direct) | Ascensus | $16,406.2 |
NV | The Vanguard 529 College Savings Plan | Ascensus | $10,900.9 |
NH | UNIQUE College Investing Plan | Fidelity Investments | $10,229.9 |
UT | Utah Educational Savings Plan | Utah Educational Savings Plan | $8,437.7 |
ME | NextGen College Investing Plan Select | Merrill Lynch Pierce Fenner & Smith | $8,223.1 |
RI | CollegeBoundfund | AllianceBernstein | $7,124.6 |
CA | ScholarShare College Savings Plan | TIAA Tuition Financing Inc. | $6,489.4 |
MA | U.Fund College Investing Plan | Fidelity Investments | $5,003.7 |
OH | BlackRock CollegeAdvantage 529 Plan | BlackRock Advisors | $4,779.5 |
NH | Fidelity Advisor 529 Plan | Fidelity Investments | $4,413.9 |
MI | Michigan Education Savings Program | TIAA Tuition Financing Inc. | $4,248.1 |
IL | Bright Start College Savings (Direct) | OFI Private Investments Inc. | $3,765.8 |
CO | Scholars Choice College Savings Program | Legg Mason Global Asset Allocation | $3,661.3 |
NY | New York's 529 Program (Advisor-Guided) | Ascensus | $3,599.2 |
MD | Maryland College Investment Plan | T. Rowe Price Associates Inc. | $3,542.8 |
AK | John Hancock Freedom 529 | T. Rowe Price Associates Inc. | $3,469.0 |
NJ | Franklin Templeton 529 Coll Savings Plan | Franklin Templeton Distributors Inc. | $3,298.2 |
VA | Virginia529 inVEST | Virginia College Savings Plan | $3,098.5 |
KS | Schwab 529 College Savings Plan | American Century Inv Mgt, Inc. | $2,796.7 |
NV | USAA College Savings Plan | Ascensus | $2,488.5 |
CT | Connecticut Higher Education Trust | TIAA Tuition Financing Inc. | $2,393.3 |
CO | CollegeInvest Direct Portfolio | Ascensus | $2,349.4 |
WI | Edvest 529 Plan | TIAA Tuition Financing Inc. | $2,305.1 |
MO | MOST Missouri's 529 Plan | Ascensus | $2,236.7 |
Most current assets available as of Aug. 19. Source: Morningstar, Inc.
Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
Chair also praised the passage of stablecoin legislation this week.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.