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Your search keyword '"529 plans (Investments) -- Management"' showing total 8 results
Start Over Descriptor "529 plans (Investments) -- Management" Publisher euromoney trading limited
8 results on '"529 plans (Investments) -- Management"'

1. Firms emphasize 529 as door opener

Author

Toonkel, Jessica

Subjects
Morgan Stanley -- Management, Morgan Stanley -- Services, 529 plans (Investments) -- Management, Securities industry -- Management, Securities industry -- Services, Company business management, Securities industry, Banking, finance and accounting industries, Business
Abstract

Morgan Stanley, The Hartford and Manulife Financial are emphasizing that 529 programs are a great way for financial advisors to get clients in the door. Many financial advisors are averse [...]

Published
2004

2. Wisconsin to review 529 contract with strong

Author

Toonkel, Jessica

Subjects
Strong Capital Management Inc. -- Contracts, Strong Capital Management Inc. -- Investigations, 529 plans (Investments) -- Management, Mutual fund industry -- Contracts, Mutual fund industry -- Investigations, Company legal issue, Contract agreement, Company business management, Banking, finance and accounting industries, Business
Abstract

The State Treasurer of Wisconsin has retained legal counsel to review its 529 college savings plan contract with Strong Capital Management. The move comes in the wake of reported allegations [...]

Published
2003

3. The Evolution of 529s

Subjects
State aid to higher education -- Analysis, 529 plans (Investments) -- Management, 529 plans (Investments) -- Forecasts and trends, Market trend/market analysis, Company business management, Banking, finance and accounting industries, Business
Abstract

The infant 529 market of a few years has grown to a full-fledged distribution channel Right now is crucial as state contracts with asset managers have begun to come up [...]

Published
2003

4. Majority of workplace 529s rely on ACH debits. (Fund Managers)

Subjects
529 plans (Investments) -- Management, Payroll deductions -- Usage, Bank clearinghouses -- Usage, Company business management, Banking, finance and accounting industries, Business
Abstract

Most corporate 529 plans rely on Automated Clearing House debits from participants bank accounts rather than payroll deductions. The technology required to do true payroll deduction is expensive, while human [...]

Published
2002

5. Speakers of the first panel discussion of the day agreed that the target goal for the 529 business should be $700 billion--or 10% of the assets that are in mutual funds

Subjects
529 plans (Investments) -- Industry sales and revenue, 529 plans (Investments) -- Management, Company business management, Banking, finance and accounting industries, Business
Abstract

Speakers of the firs panel discussion of the day agreed that the target goal for the 529 business should be $700 billion--or 10% of the assets that are in mutual [...]

Published
2004

6. Manulife polls advisors on 529 gifting

Subjects
Manulife Financial Corp. -- Surveys, 529 plans (Investments) -- Management, College savings plans -- Management, Insurance industry -- Surveys, Company business management, Insurance industry, Banking, finance and accounting industries, Business
Abstract

Manulife Financial has sent out an e-mail survey to find out what financial advisors are doing around 529 plans for the gifting season. The firm is among a number of [...]

Published
2003

7. Strong Capital Management

Subjects
Strong Capital Management Inc. -- Management, 529 plans (Investments) -- Management, Mutual fund industry -- Management, Company business management, Banking, finance and accounting industries, Business
Abstract

Some third-party vendors of Nevada's 529 college-savings plans will negotiate with Strong Capital Management to 'shift assets away' from the mutual-fund firm's [...]

Published
2003

8. Oppenheimer simplifies 529 rollovers

Subjects
OppenheimerFunds -- Management, 529 plans (Investments) -- Management, Life insurance industry, Company business management, Banking, finance and accounting industries, Business
Abstract

OppenheimerFunds has released a turnkey procedure to simplify the process of transferring assets from other investment providers' 529 college savings plans to its own Scholars'Edge program. The Internal Revenue Service [...]

Published
2003

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