The Gap In Advisor-Supported 529 College Savings Plans For RIAs

By Michael Kitces

A longstanding challenge for independent RIAs has been finding a way to effectively and efficiently help their clients with 529 …read more

Source:: Nerd’s Eye View

Category: From the Corner OfficeBy Peter McGratty CFA November 9, 2017

Author: Peter McGratty CFA

http://www.pinnacleadvisorsolutions.com/

Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.

The Gap In Advisor-Supported 529 College Savings Plans For RIAs

Author: Peter McGratty CFA

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