529 Weekly Views on the News

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.

All reports are in PDF format [download Acrobat Reader]


529 Views - Market Data on Gross Distributions      2/11/2019
  The February 11th edition of the 529 Weekly Views on the News on market data on gross distributions
   
529 Views - 4Q 2018 529 and ABLE Market Sizing      2/4/2019
  The February 4th edition of the 529 Weekly Views on the News on a 4Q 2018 529 and ABLE market sizing
   
529 Views - 529 Rollover Market Data      1/28/2019
  The January 28th edition of the 529 Weekly Views on the News on 529 rollover market data
   
529 Views - Savings Rates      1/22/2019
  The January 22nd edition of the 529 Weekly Views on the News on savings rates
   
529 Views - Convertible C Updates, Contract Renewals, and Product Developments      1/14/2019
  The January 14th edition of the 529 Weekly Views on the News on convertible C shares and other industry updates