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Education/529 Articles
Awareness Of 529 Plans Shrinking, Survey Says
by Karen DeMastersThe percentage of people who know what 529 college savings plans are is shrinking, according to a recent survey by Edward Jones.
College Savings Important To Teens
by FA StaffMore teenagers are saving for college than for a car, according to a survey released today.
More HS Students Working To Pay For College
by FA StaffMore high school students plan to work and save their money to help pay for college and avoid too much debt, according to a new survey.
Consumers Fail Credit Score Quiz
by Kathy LynchAbout 40 percent of consumers don't realize mortgage lenders use credit scores to establish eligibility and pricing, according to a new survey.
Colleges Soak Poor U.S. Students While Funneling Aid To Rich
by Bloomberg NewsU.S. colleges such as Boston University are using financial aid to lure rich students while shortchanging the poor, forcing those most in need to take on heavy debt, a report found.
529 College Savings Plans Lag Traditional Mutual Funds’ Performance
by FA StaffA Morningstar report evaluating 529 college savings plans shows investors keep investing in these plans even as their performance lags.
Scholarships Offered To Future Financial Advisors
by Kathy LynchTD Ameritrade Institutional is offering ten $5,000 individual scholarships and a $50,000 university grant.
Bringing Up Baby (Is Expensive)
by Eric RasmussenChild-care costs are going up, and advisors are seeing their clients find new ways to raise the kids.
Poor Scholars Hit By Money Squeeze From Colleges
by Bloomberg NewsCritics say wealthy schools are hurting poor and minority students by rescinding aid once they find out the students have awards.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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Five Ideas To Create Opportunity
Retirement plan advisors have a tremendous opportunity to retain and grow business. + Read more
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What Advisors Can Do To Encourage ‘Money Talks’
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking. + Read more

