For over two decades, the 529 & ABLE Solutions team has provided essential market data, insights, events and media to product providers and distributors to help strengthen their competitive stance in a rapidly changing market environment. Experienced in addressing the strategic challenges of more than 100 fund manufacturers, distributors, banks and service organizations, our team zeros in on distinctive trends driving the 529 and ABLE industry.
Executive reports providing proprietary market data, in-depth analysis, commentary, and market analytics covering 529 and ABLE product, marketing, and distribution trends.
QUARTERLY FEE ANALYSIS
Insightful analysis of 529 savings plan fees as compared across investment options, investment types, plans and distribution channels. Also, this report covers program investment line-up updates and trends, contract expiration dates, fee benchmarks, and more.
WEEKLY VIEWS ON THE NEWS
Weekly compilation highlighting the latest news and events impacting the 529 and ABLE landscape, along with expert commentary and proprietary data on what is driving trends in product development, marketing, and distribution.
529 DISTRIBUTION ANALYSIS
Based on a new proprietary survey of advisors, this study provides actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing and distribution strategies to better align with the needs of advisors and their home offices, and therefore expand distribution of 529s through the advisor, direct and employer channels.
Based on a proprietary survey of parents fielded in April 2022, this report provides actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing and distribution strategies based on the demographic demands, shifts and sentiment of parents and their families. The report also provides an overview of the college financial planning landscape, 529 landscape, demographics, product developments, marketing, distribution and more.
Reaching over 6000 subscribers, the goal of the 529 Dash is to help institutions and financial professionals who help families and employers in the education financial planning process by creating and sharing industry relevant news, product training, and best practices, while also building awareness and understanding of the importance of 529 plans and ABLE accounts.
Access product training, news, best practices, data and research related to trends and challenges facing the 529 and ABLE industry. Increase brand awareness with an engaged audience of advisers, accountants, estate planners, product providers and distributors.
Hosted by Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, our Q4 2022 529 & ABLE Webinar, 2022 Year-End Gifting and Planning with 529s covers:
Holiday and End-of-Year gifting strategies with 529s
529 Reminders, Tips and Best Practices for End-of-Year Planning
Myth Buster Series
3Q 2022 529 Market Sizing and Highlight of Key Talking Points
Industry Announcements, Product Enhancements, Legislative Updates and Research Releases
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