The Section 529 college savings plan that Wells Fargo Funds Management LLC manages for Wisconsin performed the best of the nation's 35 adviser-sold plans over the past year, according to ratings by Savingforcollege.com
Wisconsin's 529 is the top performer among adviser-sold 529 plans
With marginal rates likely going up, now is a good time for clients to rethink how they can get the most out of their tax-deferred college-savings plans
J.P. Morgan Asset Management will replace Columbia Management Group as investment manager for New York's $1.9 billion adviser-sold college savings plan
Although Napoleon Hill has been dead for more than 40 years, his popular wealth-building book has found a hip new outlet.
Donor-advised funds are benefiting from small family foundations' closing or suffering drops in endowment assets as the costs and administrative burden of running the foundations have become too great
Retail accounts of many banks not money-spinners; Wells Fargo latest to join field
Typical family office invests more than a quarter of its clients' assets with hedge funds; share could be even larger
Former registered sales assistant accused of misappropriating $750K from 22 clients in Palo Alto office
