The plan offers 25 portfolios, including Columbias own, as well as those of its affiliate,
Columbia 529 also has a tie-in with
"Investors are accustomed to seeing multi-manager offerings in their retirement plans, and they have come to expect the same in their college savings plans," said Jim Tambone, co-president of Liberty Funds Distributor.
The Trump DOL has said it "has no current plans" for further rulemaking, but that contradicts its own notice of potential regulation last year.
The 10 states that offer the best return for residents' tax dollars.
Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.
The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.
Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.
A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.
