Fidelity Investments has accumulated $200 million of assets in its 529 college savings plan’s first year by establishing distribution through 550 intermediaries, including up to 80 banks. But in a ...
Assets for 529 college savings plans managed by Fidelity Investments grew nearly 60% for the past year ending Aug. 31 to $13.5 billion. Boston-based Fidelity, one of the nations leading 529 plan ...
An estimated seven million disabled Americans are eligible for new 529-ABLE accounts, which let them save tax-free for disability expenses and not jeopardize government benefits, but only 10,000 or so ...
Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product, a new report ...
In the battle over California’s 529 college savings program, Fidelity Investments provisionally beat out the Vanguard Group to replace TIAA-CREF as the provider this week. TIAA-CREF had been running ...
Fidelity Investments has added a Bank Deposit Portfolio to its five direct-sold 529 college savings plans: New Hampshire’s UNIQUE College Investing Plan, California’s ScholarShare College Savings Plan ...
Parents looking for a break on their college savings plans caught one this month from Fidelity Investments. The investment giant is cutting fees, changing the eligibility age for kids, and positioning ...
Fidelity Investments' contract as program manager for Massachusetts' 529 college savings program, the $2.5 billion U.Fund College Investing Plan, has been renewed by Massachusetts Educational ...
Fidelity Advisor 529 Total Bond Portfolio: Class I (FQFIX) stock price is 13.57 and Fidelity Advisor 529 Total Bond Portfolio: Class I (FQFIX) 10-day simple moving average is 13.55. Fidelity Advisor ...
Fidelity Advisor 529 Portfolio 2037 - Class A (FJTHX) stock price is 16.80 and Fidelity Advisor 529 Portfolio 2037 - Class A (FJTHX) 10-day simple moving average is 16.38. Fidelity Advisor 529 ...
Connecticut state Treasurer Shawn T. Wooden selected Fidelity Investments as manager of the $3.6 billion Connecticut Higher Education Trust, the state's 529 college savings plan, confirmed Michelle ...
Assets in 529 savings accounts grew over the course of 2021, to $461 billion from $394 billion, reflecting both investor inflows and healthy market appreciation. Overall, the firms most frequently ...
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