A financial advisor can help families save for education using 529 plans and align education planning with their broader financial goals. A 529 plan is a tax-advantaged account, where money grows and ...

Many Americans aren’t consulting financial advisors about college savings, and many might not even know what a 529 plan is, according to research from Edward Jones. In an annual survey, the firm spoke ...

After a pause under the Saving on a Valuable Education (SAVE) program, the U.S. Department of Education is resuming student ...

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...

Vanilla, the estate planning-focused fintech provider, is helping to raise the bar on estate planning across the wealth space as it revives a key advisor education initiative. On Monday, the planning ...

Amplified Planning, the advisor training provider led by award-winning financial planner Hannah Moore, has expanded its offerings with two new programs to equip newer advisors for career success. The ...