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Registered Rep. May 1, 2004 Stan Luxenberg	American Activity Boasting a track record of steady returns, American Funds has emerged as the top player in the market for 529 savings plans.
Financial Advisor July 2012	The Higher Costs For Higher Education Interest in college savings plans is growing, but fewer advisors are selling them.
Registered Rep. February 1, 2003 Kevin McKinley	What's Wrong with Prepaid Tuition Plans Clients going for the supposed safety of prepaid tuition plans should understand their potential pitfalls first.
Financial Planning December 1, 2006 Donald Jay Korn	All Fired Up? Recent legislation has been a boon for 529 college savings plans. Will more financial planners find them worthwhile?
Entrepreneur June 2003 Scott Bernard Nelson	College Savings 101 Take notes on the pros and cons of 529 plans.
Registered Rep. August 24, 2011 Jerry Gleeson	Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product.
Registered Rep. October 26, 2015 Kevin McKinley	Paying Tomorrow's Tuition Today In the right situation, prepaid tuition plans can provide savers with a competitive ersatz investment return, especially for families with children who are bound for college in the next few years.
The Motley Fool February 2, 2004 Robert Brokamp	Pros and Cons of 529s The tax-free growth in a 529 savings plan is swell, but owners give up a lot of flexibility.
The Motley Fool January 13, 2007 Elizabeth Brokamp	Pros and Cons of Prepaid Tuition Plans Prepaid tuition programs are exactly what the name implies: the chance to pay now and buy a certain number of educational credits/years of college at today's tuition rates. Or so the promotional materials like to say.
Registered Rep. November 1, 2005 Lauren Barack	Today's Lesson: Consolidation For the little commissions they generate, 529 plans have required quite a lot of effort on the part of financial advisors. While consolidation may eventually make the broker's life easier, the process of winnowing out weak players may take years.
Financial Advisor July 2008 Jeff Schlegel	Bump In The Road College savings plans are difficult to understand and are being underutilized.
Financial Advisor January 2009 Marla Brill	Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down.
Registered Rep. August 1, 2005 Jen Coates-Conroy	Protecting a Client's College Savings Investments in 529 plans are not as popular as they could be -- and that's saying something because they are pretty popular right now.
Financial Planning September 1, 2012 Ann Marsh	529 Plans: Untapped Potential of College Savings Plans Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.
The Motley Fool June 19, 2009 Selena Maranjian	The Smart Way to Save for College If you're saving for someone's college education, look into 529 plans and what they might offer you. It might prove to be the difference between your kids going to the college of their choice or not.
On Wall Street November 1, 2010 Elizabeth Wine	Pumping Cash Into 529 College Savings Plans It's not a great time for investors with college-age children. Tuition and other educational costs are skyrocketing, and 529 savings plans, which allow investors to save tax-free for college, have taken the same bumpy ride as the rest of the stock market.
The Motley Fool June 11, 2010 Nathan Alderman	What the Fool Is a 529 Plan? A friendly, Foolish guide to the often confusing world of college savings plans.
Investment Advisor August 2009 James J. Green	Millionaires Say 2008 Not So Bad Fidelity's third annual Millionaire Outlook study shows that the high-net-worth feel pretty good about their advisors.
The Motley Fool February 20, 2007 Mary Dalrymple	Save for State U., Too If you're not saving for college because you expect your child will attend an affordable, public school, you might want to rethink your plans a little bit. Public college doesn't necessarily mean a debt-free education.
On Wall Street July 1, 2013 Dave Lindorff	Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.
The Motley Fool April 19, 2004 Robert Brokamp	What Will College Really Cost? You've heard the scary statistics, but the final price tag may not be so bad.
The Motley Fool July 18, 2006 Dan Caplinger	Get Your Kids to College: 529 Plans With 529 plans, local isn't always better. Unfortunately, both plans and state laws related to them vary so much that it's impossible to generalize about which plan is best.
Financial Advisor July 2006 Raymond Fazzi	A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues.
The Motley Fool August 28, 2007 Mary Dalrymple	College Savings for the Whole Family Savings incentives work for kids and parents alike.
Financial Advisor July 2005 Marla Brill	Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future.
Registered Rep. November 1, 2004 Stan Luxenberg	The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity.
Registered Rep. September 10, 2004 Anne Field	College Savings Boot Camp in New York The overall message? With only 8 percent of people saving for college having invested in 529 plans, advisors need to better educate their clients about the tax benefits of these plans.
Investment Advisor April 2010 Robert F. Keane	Catching Up With... A short conversation with Fidelity Client Experience Executive VP Maggie Serravalli.
Financial Advisor February 2006 Marla Brill	11th-Hour College Planning Parents of older children turn to financial advisors for college funding strategies.
Bank Technology News September 2003 John Adams	Knowledge is Power New tax laws and a wave of automation could make 529 plans the college savings option of choice. It would help if more people knew what they were.
Financial Advisor July 2011 Ben Mattlin	Bumpy Road Fans of 529 plans say they are the right vehicle for many to save for college expenses, but they acknowledge the last ten years haven't produced the hoped-for gains.
Financial Advisor July 2010 Marla Brill	The Healing Of 529 Plans Conservative investments and lower fees are attracting new clients.
Entrepreneur November 2005 Scott Bernard Nelson	Savings 101 Tax-free 529 college savings accounts may not stay that way, but they'll still be a smart way to plan for your child's future.
Financial Planning November 1, 2007 Stacy Schultz	5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings.
Investment Advisor November 2006	Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now.
Financial Planning April 1, 2006 Bob Hirschfeld	College Planning Cross Currents New suitability regulations could slow 529 growth, while prepaid tuition plans are looking more attractive.
The Motley Fool November 28, 2006 Mary Dalrymple	College Savings Math It's certainly not getting any cheaper to send the kids to college, but there's some good news for parents trying to build a college savings account. The expenses charged by state-sponsored 529 college savings plans have been falling.
Registered Rep. July 23, 2003 Nigel Goodman	Servicing Your HNWs A recent Fidelity Investments survey shows that affluent clients will still replace their advisors if they are not meeting portfolio goals. Predictably, the survey encourages advisors to become more attentive to the needs of their affluent clients.
Entrepreneur December 2006	Enrollment Fee Pitfalls to avoid when setting up a college fund.
Financial Advisor January 2011 Jerilyn Klein Bier	The College Shopping Maze Saving for college often isn't enough anymore; advisors help parents go school shopping.
Registered Rep. October 23, 2007 John Churchill	College Costs: Up, Up and Away Recently released survey of college costs found that tuition and fees at 4-year public universities rose 6.6 percent per year in 2007.
The Motley Fool September 10, 2010 Dan Caplinger	Save Smarter for College As the school year starts, it's time to think about your child's future.
The Motley Fool May 8, 2007 John Rosevear	Are Advisor-Sold Funds Ever Worth It? In an era when anyone can get market-level performance with a few minutes' effort by buying an index fund from somewhere like Vanguard or T. Rowe Price, advisor-sold funds are harder to justify than ever.
Registered Rep. April 20, 2006 Kristen French	Fidelity Wins California 529 Plan; Replaces TIAA-CREF In the battle over California's 529 college savings program, Fidelity Investments provisionally beat out the Vanguard Group to replace TIAA-CREF as the provider this week.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Registered Rep. March 1, 2006 Kevin Burke	The School of Hard Knocks In mid-March, TIAA-CREF will get an important grade on its efforts to graduate from a niche provider of pension and insurance products to a broad-based money-management giant. It's a pass/fail test.
Registered Rep. December 8, 2011 Jerry Gleeson	Fidelity's Upgrade of myStreetscape Includes Mobile Functions Fidelity's new myStreetscape is available on the Web, offers more functions, improved navigation and expanded features.
Trusts & Estates September 30, 2002 Susan Hansen	Beware the 529 Hype At least two things are certain about the new 529 college savings plans: The financial services industry loves them, and they're generating all kinds of media buzz. But despite all the hype, 529s probably are not a magic new wealth-transfer mechanism.
The Motley Fool November 1, 2006 Selena Maranjian	Financial Aid Fiascos Feeling financially unprepared for college is a big source of stress for many people. Don't get caught flat-footed when planning for college costs.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.