Morningstar Sells ByAllAccounts – What’s Next For Data Aggregation? (And More Of The Latest In Financial #AdvisorTech – May 2026)
Welcome to the May 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying...
State Based Non-Profit Student Loan Lenders
Did you know there are state-based non-profit lenders that sometimes provide the lowest student loan rates? It’s true – but...
New Parent PLUS Limits Take Effect July 1 — What Families Need To Plan For Fall
Starting July 1, 2026, Parent PLUS loans will be capped at $20,000 per year and $65,000 in total per dependent student under the One Big...
Trump’s TrumpIRA Executive Order Rebrands Biden’s $1,000 Saver’s Match
President Trump signed an executive order on April 30, 2026, directing the Treasury Department to launch TrumpIRA.gov by January 1, 2027...
Students Pick Work Over College As AI Rewrites Career Plans
The share of high school graduates who skipped college and blamed cost of living jumped to 67% this year, up from 51% the year before,...
SAVE Borrowers Have 90 Days After July 1 to Switch Plans
The U.S. Department of Education has started sending notices to borrowers enrolled in the SAVE Plan that they will have 90 days starting...
Dads No Longer Need To Feel Guilty Neglecting Their Children For Money
Growing up, my dad would grab a quick breakfast with us before vanishing into the workforce. He’d resurface after 6pm, visibly...
Top-Rated Investment Platforms for Managing Alternative Assets
This article is a paid partnership with AccuPlan. The content was provided by the advertiser and is published for informational purposes...
Decision Day: 5 Truths Every College-Bound Student Needs To Hear
Decision Day is here, and millions of high school seniors are about to make one of the biggest financial decisions of their lives. Before...
Weekend Reading For Financial Planners (May 2-3)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...