February 18, 2022

Trends in 529 Distribution and Analytics

Hosted by Paul Curley, Director of 529 & ABLE Research at ISS MI, and Devin McCarthy, Managing Director at Nasdaq Fund Network, ISS Market Intelligence’s (MI) Q1 2022 529 & ABLE webinar provided:

  • 529 analytics update from Nasdaq Fund Network including the launch of the 529 Scorecard and results from its transparency initiative to date
  • Data analysis, commentary, and industry updates on 529 and ABLE industry trends in Q1 2022
  • 529 distribution trends from an advisor, direct and employer perspective
  • Key themes in 2022 impacting the 529 and ABLE industry

By By Paul Curley, Associate Director of 529 & ABLE Research at ISS Market Intelligence

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