Tag: 529 college savings plans

Compliance May 11th, 2021

College Savings App Hits Ascensus With Federal Antitrust Claims

UNest Holdings claims Ascensus pushed the company out of the college savings market in an effort to create a monopoly.

Products February 2nd, 2021

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.

November 22nd, 2019

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.

Cover Story

Advisers’ Future Trajectory

Firms confront a convergence of retirement plan and wealth consulting

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Friday, the Dow lost 149.06 points (0.42%) to finish at 34,935.47, the Nasdaq closed 105.59 points (0.71%) higher at 14,672.68, and the S&P 500 decreased 23.89 points (0.54%) to 4,395.26. The Russell 2000 was down 13.78 points (0.62%) at 2,226.25, and the Wilshire 5000 fell 295.00 points (0.64%) to 45,707.99.

The price of the 10-year Treasury note was up 4/32, decreasing its yield to 1.230%. The price of the 30-year Treasury bond increased 6/32, bringing its yield down to 1.897%.

For the week ending July 30, the Dow was down 0.36%, the Nasdaq fell 1.11%, and the S&P 500 decreased 0.37%. The Russell 2000 gained 0.75%, and the Wilshire 5000 finished 0.51% lower.