| John Hancock Financial Services has added funds from John Hancock Funds and Fidelity Investments to its Freedom 529 college savings plan. In addition, the Fidelity Advisor Equity Growth Fund will be offered as an individual portfolio that can be used as a core strategy or to complement investors' choice of enrollment-based or static portfolios. Individual portfolios allow investors to further customize their 529 college savings plan. John Hancock, a subsidiary of Manulife Financial Services of Toronto, already offers investments managed by Fidelity, American Funds, OppenheimerFunds, Inc., and T. Rowe Price Associates Inc., among others, through the 529 plan. | ||
-
Gryphon Wealth will keep Wells Fargo Clearing Services as its custodian in a deal that brings in tech support from TradePMR, a firm acquired by Robinhood in 2024.
9h ago -
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
11h ago -
Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing the 10-question quiz.
May 27 -
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
May 26 -
Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."
May 26 -
Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.
May 22









