March 09, 2019

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Featured News

529 plan costs: Advisers, broker-dealers brace for Finra crackdown

The regulator is on the warpath against unsuitable share class recommendations. How will the industry respond?

Congress takes on 529s, targets student debt

Enhancement of savings vehicles a priority in Washington, but some states aren't on board.

Advisers can — and must — help improve financial literacy in America

The lack of education is a problem, and there's a lot you can do to fix that.


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