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 - Sales and Appreciation by Channel      10/16/2017
  The October 16th edition of the 529 Weekly Views on the News on sales, distributions, and appreciation by channel
   
529 Views - Cumulative Net Sales and Appreciation      10/9/2017
  The October 9th edition of the 529 Weekly Views on the News on cumulative net sales and market appreciation in 529 plans
   
529 Views - John Hancock Product Enhacements      10/2/2017
  The October 2nd edition of the 529 Weekly Views on the News on enhancements to the John Hancock Freedom 529 Plan
   
529 Views - Industry Round-Up      9/25/2017
  The September 25th edition of the 529 Weekly Views on the News on an industry round-up
   
529 Views - College Financial Planning Boosts Retirement Planning      9/18/2017
  The September 18th edition of the 529 Weekly Views on the News on how college financial planning boosts retirement planning