In-Depth Overviews
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Below are our most recent commentaries. To find a past study, use the full list of reports by date, or reports by topic, or through full-text keyword search .


Most Recent Reports
October 2018 529 Fee Analysis 3Q 2018 529 Fee Analysis
October 2018 529 Views 529 Views - Gifting
October 2018 ETF FlowWatch Global ETF FlowWatch - August 2018
October 2018 Sub-Advisory Quarterly Highlights Subadvisory Quarterly Overview, 2Q 2018 - Webinar
October 2018 529 Views 529 Views - 529 Industry Round-Up
September 2018 FlowWatch Simfund VA Flow Watch - August 2018
September 2018 Sub-Advisory Quarterly Highlights Subadvisory Quarterly Overview, 2Q 2018
September 2018 529 Views 529 Views - Minimum Contribution Size
September 2018 529 Views 529 Views - Average Contribution per Account per Year
September 2018 Flow Watch Statistics August 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
September 2018 Sub-Advisory Mandate Change Report Mandate Change Report - July 2018
September 2018 529 Views 529 Views - Market Data on Conservative Investment Options
September 2018 ETF FlowWatch Global ETF FlowWatch - July 2018
September 2018 529 Views 529 Views - Historical First Half of Year Gross Distributions
August 2018 FlowWatch VA Flow Watch Report 1807