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.
Tag: 529 college savings plans
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.
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