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Assets in 529 plans hit record, then shrink
NEWS INDUSTRY NEWS MAY 27, 2020
Assets in 529 plans hit record, then shrink

Morningstar says college savings accounts went from $328 billion in assets in December to $293 billion in March

Benchmark your firm’s performance before Friday, June 12
YOUR PRACTICE PRACTICE MANAGEMENT MAY 26, 2020
Benchmark your firm’s performance before Friday, June 12

All adviser participants receive a complimentary copy of the study and access to the Adviser Research Dashboard

UBS team managing $330 million forms RIA
NEWS RIAS MAY 26, 2020
UBS team managing $330 million forms RIA

Three advisers form TriaGen Wealth Management in Calabasas, Calif.

CFP Board revamps its rules to allow video hearings
NEWS REGULATION AND LEGISLATION MAY 26, 2020
CFP Board revamps its rules to allow video hearings

The move reflects the need to replace in-person hearings in light of COVID-19

Good News: Advisers offering services to California community
NEWS INDUSTRY NEWS MAY 23, 2020
Good News: Advisers offering services to California community

Cristofer Cabanillas of Monterey Private Wealth said people are looking for honest answers and help with financial decisions

Good News: Advice industry raising funds to deliver financial planning to families
NEWS INDUSTRY NEWS MAY 23, 2020
Good News: Advice industry raising funds to deliver financial planning to families

Jon Dauphine, CEO of Foundation for Financial Planning, describes new $1 million fund providing emergency grants to groups helping health care first responders and others impacted by the pandemic

Good News: Organizing juice box happy hours for young students
NEWS INDUSTRY NEWS MAY 23, 2020
Good News: Organizing juice box happy hours for young students

Torie Happe of FIX Flyer uses Zoom technology to give isolated first graders a classroom feel

Good News: Advisers band together to help disabled individuals in Alabama
NEWS INDUSTRY NEWS MAY 23, 2020
Good News: Advisers band together to help disabled individuals in Alabama

Keel Point adviser Thomas O'Connor describes how his firm is supporting a Huntsville, Ala., foster home for disabled residents

Her Success Matters: Cheryl Nash
NEWS INDUSTRY NEWS MAY 23, 2020
Her Success Matters: Cheryl Nash

Cheryl Nash, the CEO of Tegra 118, and Christine Shaw of InvestmentNews take a closer look at the evolving financial technology industry and how the male-dominated space needs more female voices

Her Mentorship Matters: Offering encouragement can provide a young woman the confidence she needs to succeed
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAY 23, 2020
Her Mentorship Matters: Offering encouragement can provide a young woman the confidence she needs to succeed

Meet a special mentor-mentee pair from Edelman Financial Engines