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529 College Savings

The 529 College Savings Practice provides in-depth analysis, commentary and data across key areas within the 529 industry. Our research covers the latest marketing and distribution trends, insight into 529 fees, performance and investment lineups along with other key market trends impacting the competitive landscape of the college savings industry

Click on the tabs below to get an overview of each publication underlying the research subscription:

Now in its 16th year, this weekly publication provides investment and distribution leaders in the 529 industry with a compendium of the latest news and events. The summary is enhanced by SI's expert, candid and timely commentary on how these events will drive product developments, marketing and distribution, and how firms should position themselves strategically and tactically for maximum growth.

Latest News
12/10/2018 529 Views - Market Sizing RIA Plans and ShareclassesSee summary
12/3/2018 529 Views - Washington State Market Sizing InquirySee summary
11/26/2018 529 Views - Investment Option Level AnalysisSee summary
11/19/2018 529 Views - 529 and ABLE Industry Round-UpSee summary
11/12/2018 529 Views - 529 Advisor Channel Investment Line-UpsSee summary
11/5/2018 529 Views - Industry Round-UpSee summary
10/29/2018 529 Views - 3Q 2018 Market SizingSee summary
10/22/2018 529 Views - MSRB G-45See summary
10/15/2018 529 Views - Amplify 2018See summary
10/8/2018 529 Views - GiftingSee summary