COLLEGE SAVINGS 101

Advisors

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Omnibus: What it is and why advisors should care

Omnibus is a word a lot of people in the asset management industry toss around, but not a lot of people understand.

| omnibus | | advisors | | broker-dealer |
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Conquering the Admissions Interview

Consider the following tips to help you master your admissions interview.

| admissions interview | | Ivy Advisors |
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The 2014 Annual College Savings Survey Results

The Annual College Savings Survey was designed to shed light on consumer beliefs and actions in relation to 529 plans. The results uncovered a number of key findings that we are excited to share with our readers in a new series of blog posts.

| 529 | | 529 plans | | college savings | | survey | | families | | financial advisors | | education | | choosing a 529 plan |
 

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