Oppenheimer brings up the rear, according to new Morningstar reports.
Forming a partnership with state governments carries its own set of challenges and quirks.
It's possible to find more flexibility by going outside of 529s, but not without trade-offs.
Because clients will hold target-date funds for decades, it's critical for advisors to judge the people who run the funds.
Cash is no longer king, but caution still rules.
529 plans are tough to analyze and too expensive.
Fund investors need more than the Supreme Court's 'status quo' decision in the Jones v. Harris fund-fee case.
The small-value and small-blend categories still have some fuel left.
Less than half earn credit for fund ownership in our Stewardship Grades.
See Morningstar's version of the summary filing.