Results for "college savings"

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College saving programs make changes as assets continue to rise

December 5, 2013

College savings plans continue to be popular with investors, and sponsors of the nearly 100 different Section 529 plans offered in the U.S. are tweaking fees and other features to attract assets. “Plan managers, being smart and savvy as they...

CFP board navigates rough seas

November 24, 2013

Until this year, the Certified Financial Planner Board of Standards Inc. had lived a fairly quiet existence, granting the financial planning designation and upholding related education and ethics requirements for nearly 69,000 mark holders....

A new way to benchmark Section 529 plans

October 20, 2013

Financial advisers soon will have a new way of evaluating the performance of college savings plans by comparing them with indexes that Morningstar Inc. plans to introduce in late December. The 21 indexes will track conservative, moderate and...

Morningstar to launch indexes to track college savings plans

October 16, 2013

Financial advisers soon will have a new way of evaluating the performance of college savings plans by comparing them to new indexes that Morningstar Inc. plans to introduce in late December. The 21 indexes will track conservative, moderate and...

Four keys to choosing a 529 plan portfolio

September 15, 2013

Choosing a Section 529 college savings plan without examining its investments is like buying a car without looking under the hood or taking a test drive. Yet many financial advisers and investors look no further than the federal income, estate...

Wake up and seize the opportunity

September 1, 2013

It amazes me that the financial planning profession puts so little emphasis on understanding and delivering advice centered on saving and paying for college. With the cost of attending a local state university at more than $100,000 for four...

Florida advisers sue CFP Board

August 30, 2013

A Florida adviser and his wife, both certified financial planners, are suing the Certified Financial Planner Board of Standards Inc. over a disciplinary case the board brought against them for using the term “fee-only” to describe their...

Seeking help for college

August 25, 2013

More American families are asking financial advisers for help saving for college, and nearly all those families have accumulated much more toward their goal than the typical family, according to a Fidelity Investments survey. About 89% of those...

Corporate 529 plans may be revenue source

August 25, 2013

Financial advisers with some expertise in college planning may want to consider helping companies set up Section 529 college savings plans for their employees. Companies can create an employee benefit program for their workers that automatically...

More Americans rely on advisers when forming college savings plans

August 21, 2013

More American families are asking advisers for help saving for college, and nearly all of those families have accumulated much more toward their goal than the typical family, according to a Fidelity Investments survey released today. About 89%...

Corporate 529 plans could be new revenue source

August 20, 2013

Financial advisers with some expertise in college planning may want to consider helping companies set up Section 529 plans for their employees. Companies can create an employee benefit program for their workers that automatically deposits funds...

CFP Board extends reach with massive online course

August 14, 2013

A new online course being developed by the organization that grants the certified financial planner credential could expose tens of thousands of students to the field and possibly ignite their interest in the profession. The Certified Financial...

Plan for college at each stage of a child's life

August 14, 2013

College planning is not just a “set it and forget it” event. Especially as children age, parents and their advisers need to stay on top of how much has been saved per student and figure out exactly where each dollar will come from to cover...

Congress knocks student loan rates back down after brief spike

August 1, 2013

The U.S. Congress gave final approval yesterday to a bill that pegs interest on government-sponsored student borrowing to a market-based rate, ensuring that almost 9 million undergraduates will pay 3.86 percent on their next loan. The Republican-run...

Risk management, alts among increased focus of IMCA exams

July 24, 2013

The Investment Management Consultants Association plans to update its exams and educational programs to enhance coverage of risk management, alternative investments, behavioral finance and fiduciary responsibilities. The organization, which...

How should alts fit into college savings plans?

July 21, 2013

Advisers should prioritize investment mix and flexibility when pondering which college savings plans are right for clients, according to J.P. Morgan Asset Management, which runs New York's adviser-sold college savings plan. In advice the firm...

Top broker-sold 529 plans - 12. Connecticut

July 16, 2013

Plan Connecticut Higher Education Trust Advisor College Savings Plan Percentile 76.63 (Source: Savingforcollege.com) (Broker sold plans. Includes sales charges. Lower percentile rating = higher score. Rankings derived using the plans relevant...

Alts key to de-risking 529 plans: J.P. Morgan

July 15, 2013

Advisers should prioritize investment mix and flexibility when pondering which college savings plans are right for clients, according to J.P. Morgan Asset Management, which runs New York's adviser-sold college savings plan. In advice the firm...

States with the best-performing 529s - 12. Alaska

July 12, 2013

Plan T. Rowe Price College Savings Plan Percentile* 42.69 (Source: Savingforcollege.com) (* One-year performance. Ranking base on comparison of the reported investment performance of a subset of portfolios from each 529 savings plan. The lower...

7 high-growth jobs — and no degree required - 7. Bookkeeper

July 10, 2013

Projected increase in jobs by 2020 14% Median annual salary $39,022 Projected 2020 salary $47,992 (Source: Salary.com. Projections based on data from Salary.com and the U.S. Bureau of Labor Statistics.)

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