Ascensus Launches 529 Savings App
The firm says the app features a design driven by behavioral science and that it provides customized user experiences to drive better savings outcomes.
Tag: 529 college savings plans
Limited 529 Plan Knowledge Holds Savers (and Advisers) Back
Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know what the purpose of these plans are.
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Advisers’ Future Trajectory
Firms confront a convergence of retirement plan and wealth consulting