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 Share of RIA Plans and Shareclasses      6/19/2017
  The June 19th edition of the 529 Weekly Views on the News on sizing 529 assets within the RIA channel
   
529 Views - Illinois Announcement      6/12/2017
  The June 12th edition of the 529 Weekly Views on the News on the announcement of RFP results from Illinois.
   
529 Views - Key Trends in Target Markets      6/5/2017
  The June 5th edition of the 529 Weekly Views on the News on key trends in target markets
   
529 Views - Advisory Share Classes Expand      5/29/2017
  The May 29th edition o the 529 Weekly Views on the news on the expansion of advisory share classes
   
529 Views - Investment Option Level Analysis      5/22/2017
  The May 22nd edition of the 529 Weekly Views on the News on investment option-level analysis