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 - Gifting      10/8/2018
  The October 8th edition of the 529 Weekly Views on the News on historical levels of gross sales from gifting platforms
   
529 Views - 529 Industry Round-Up      10/2/2018
  The October 1st edition of the 529 Weekly Views on the News on an industry round-up
   
529 Views - Minimum Contribution Size      9/24/2018
  The September 24th edition of the 529 Weekly Views on the News on minimum contribution sizes.
   
529 Views - Average Contribution per Account per Year      9/17/2018
  The September 17th edition of the 529 Weekly Views on the News on average contributions per account per year
   
529 Views - Market Data on Conservative Investment Options      9/10/2018
  The September 10th edition of the 529 Weekly Views on the News on usage of conservative investment options