Results for "college savings"

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Advisers turning to study groups for support

April 4, 2010

When Christopher Cordaro recently grew concerned that he might not have enough errors-and-omissions insurance, the first place he turned for advice was his study group, the Blind Squirrels. “I sent around an e-mail to the group and immediately...

The debate goes on: To Roth or not to Roth?

April 4, 2010

The following is an edited transcript of an InvestmentNews.com webcast held in New York on March 9. Moderators were InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. Panelists were Ed Slott and David B. Loeper. To listen...

Alabama's 529 plan dumps Van Kampen

March 5, 2010

Alabama is switching Section 529 plan managers from Van Kampen Funds Inc. to Union Bank and Trust Co. The state decided to switch program managers after conducting a request for proposals since the Van Kampen contract expires in June, said Pam...

Financial advisers bullish on 529 plans

February 28, 2010

Nearly 90% of financial advisers who took part in a recent survey said that they recommend Section 529 college savings plans to their clients. Out of 216 advisers surveyed by InvestmentNews for the College Savings Foundation, 88% said that they...

So what do advisers really think about 529 plans?

February 25, 2010

The financial crisis took a toll on Section 529 college savings plans, but plan participants are for the most part staying put and looking to the future, according to the results of an exclusive InvestmentNews survey, conducted for and presented...

Counseling clients: Why a passive investing approach still makes sense

February 21, 2010

An article in the Wall Street Journal kicked off the new decade with this headline: “Active did better in "09.” CNBC pundit Jim Cramer of “Mad Money” went one step further, declaring 2010 the “year of active investing.” These aren't...

CFP Board strips credentials from admitted Ponzi-schemer

February 19, 2010

The Certified Financial Planner Board of Standards Inc on Friday placed Oren Eugene Sullivan Jr. under interim suspension, keeping the ex-broker from using its credentials. Mr. Sullivan's suspension from using the CFP mark is the final chapter...

Utah goes even lower, cuts fees on 529 plans

February 1, 2010

Utah announced modifications to its Section 529 college savings plan today, including lower fees on some investment options and more flexibility in asset allocation. The Utah Educational Savings Plan, which now has about $3 billion in assets...

529 marketing receives a failing grade in study

January 17, 2010

The size of the college savings market will more than double in the next five years, but Section 529 college savings plans still have much further to go to gain a meaningful market share, according to a study from Financial Research Corp. By...

Study gives 529 plan marketing a failing grade

January 12, 2010

The college savings market will more than double in the next five years, but Section 529 plans still have much further to go to gain a meaningful share of the market, according to a study released today by Financial Research Corp. By 2014, assets...

Oppenheimer reaches agreement with Illinois over 529 fund losses

December 22, 2009

The state of Illinois has reached a settlement in its lawsuit over losses in the Bright Start college savings program under which parents will get back $77.23 million — slightly more than half of what they lost in investments handled by Oppenheimer...

Fidelity slashes fees on 529 plans

December 6, 2009

Fidelity Investments last week announced that it is cutting the management fees on its Section 529 plans. The reduced rates will apply to Fidelity's seven state-sponsored 529 plans. The mutual fund giant plans to lower its fees anywhere from...

Fidelity slashes fees on 529 plans

December 2, 2009

Fidelity Investments on Tuesday announced that it is cutting its management fees on its Section 529 plans. The reduced rates will apply to Fidelity's seven state-sponsored 529 plans. The mutual fund giant plans to lower its program management...

Survey: Women prepare kids for college, but leave the financial planning to others

November 13, 2009

While women take the lead role in households in preparing children for college academically, many still leave the financial planning process in the hands of their spouses, according to a survey released this week by OppenheimerFunds Inc. For...

From 'Eight' to Series 7

November 1, 2009

So you think only ordinary people have financial troubles? In an upcoming VH1 docudrama, former television star Willie Aames explains how he went from teenage success to homelessness — and how financial literacy has helped him recover and...

How advisers can boost their clients' most important assets: Their kids

October 19, 2009

Over the past year, we have heard from advisers that the economy has not only hit clients hard; it has also affected their children who have recently graduated from college. Many college graduates are moving home after graduation and living...

Advisers can now officially become retirement specialists

October 11, 2009

The Retirement Income Industry Association has formally introduced a new educational course designed to help financial advisers be certified as “retirement management analysts.” As first reported in March, the association has been developing...

Not just for children

October 11, 2009

Although the Alliance for Investor Education hopes that many teachers will gravitate to its newly released resource list of financial-education websites for children, the market downturn may also drive some adults “back to school.” “Interest...

"Responsible teen' not an oxymoron

October 4, 2009

By at least one measure, today's teenagers are more responsible than their parents were. In a survey of 768 adults and 365 teenagers, 62% of respondents ages 14 to 19 reported saving money to pay for all or part of college or higher-education...

Virginia 529 plan links up with BB&T online

September 24, 2009

The Virginia College Savings Plan, the nation's largest Section 529 plan with over $23 billion in assets, will offer a fixed-income investment option nationally on BB&T Corp.'s online platform, beginning later this year. CollegeWealth, a savings...

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