Arizona has decided to extend its 529 college savings plan contract with
Besides the age-based portfolios Waddell has previously offered, it will now include its Ivy Funds. The investment firm is one of three in the Arizona plan.
“They are our most successful provider, and, with the addition of the Ivy Funds, will offer even more choices for our investors,” said April Osborn, executive director of the
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.
Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
Turns out clients are as mistaken about tax preparers as they are about taxes.
