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 - 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
   
529 Views - 529 and ABLE Industry Round-Up      1/7/2019
  The January 7th edition of the 529 Weekly Views on the News on an industry round-up
   
529 Views - Top 5 Themes to Watch in 2019      12/31/2018
  The December 31st edition of the 529 Weekly Views on the News on the top 5 themes to watch in 2019
   
529 Views - 529 and ABLE Industry Round-Up      12/24/2018
  The December 24th edition of the 529 Weekly Views on the News on an industry news round-up
   
529 Views - Estimated RIA Market Sizing      12/17/2018
  The December 17th edition of the 529 Weekly Views on the News on the second part of an estimated market sizing of plans and shareclasses within the RIA channel