Student loans

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Stepping in after co-founder Mike Cagney's resignation, Twitter's Anthony Noto needs to overhaul the firm's corporate culture, lay the groundwork for an IPO and determine whether to renew SoFi's pursuit of a bank charter.

Fifth Third Bank tweaks microinvesting premise with software that rounds up debit card purchases to help pay back educational loans.

"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Assets in college savings plans named for an obscure section of the tax code hit a record this summer, totaling $266.2 billion, up 5.1% year-over-year.