More in College Planning

  • Aug 1, 2016
    The Daily Brief

    Custodian to the Robos Chooses Vanare for Clients

    Apex Clearing goes with Vanare for robo, college students can get lower interest rates by having their parents co-sign loans and art consultant arrested for failing to pay taxes on inheritance....More
  • Jul 13, 2016
    The Daily Brief

    How FinTech Is Making Charitable Giving Easier

    Technology making it easier to donate to charity, teens unaware of the true costs of college and UBS hosts first ElectionWatch 2016 event....More
  • Jun 3, 2016
    The Daily Brief

    Millionaires Stay Put

    Millionaires not leaving because of high tax bills, Docupace gets cash infusion and Wealthfront launches 529 plans....More
  • May 27, 2016
    The Daily Brief

    Most Age-Based 529s Courting Market Timing Risk

    A large percentage of age-based portfolios using a static approach, women in the board room and improvements to client onboarding for MaxMyInterest...More
  • Mar 29, 2016
    The Daily Brief

    A Robo Consensus

    The consensus on robo advisors, a court decision on student debt and sobering statistics about retirement income advisor training and knowledge....More
  • Mar 25, 2016
    The Daily Brief

    Scottie Pippen’s Financial Advisor Jailed for Fraud 1

    Scottie Pippen’s advisor heads to jail, Orion Advisor Services has a new partner, a new ‘swag’ store for Dynasty and yet another survey is out detailing millennial money priorities....More
  • Mar 24, 2016
    The Daily Brief

    Yachts for the Needy

    Boats for the needy, financial aid for the rich, new software from Advicent and statistics on the confidence of women financial advisors....More
  • Dec 22, 2015
    The Daily Brief

    Trends Driving Tech in 2016 1

    Folio Institutional, a financial technology provider, published a list of top trends in 2016 that will affect the wealth management industry....More

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