| State | Program | Manager | Assets ($M) | |
|---|---|---|---|---|
| 1 | VA | CollegeAmerica | American Funds | $58,773.50 |
| 2 | NY | New York's 529 Program (direct-sold) | Ascensus | $21,637.70 |
| 3 | NH | UNIQUE College Investing Plan | Fidelity Investments | $11,847.40 |
| 4 | UT | Utah Educational Savings Plan | Utah Educational Savings Plan | $10,840.30 |
| 5 | ME | NextGen College Investing Plan Select | Merrill Lynch Pierce Fenner & Smith | $8,841.00 |
| 6 | NV | The Vanguard 529 College Savings Plan | Ascensus | $7,940.80 |
| 7 | CA | ScholarShare College Savings Plan | TIAA Tuition Financing Inc. | $7,825.70 |
| 8 | RI | CollegeBound 529 (adviser-sold) | Ascensus College Savings | $5,991.80 |
| 9 | MA | U.Fund College Investing Plan | Fidelity Investments | $5,662.40 |
| 10 | MD | Maryland College Investment Plan | T. Rowe Price Associates Inc. | $5,244.00 |
| 11 | OH | BlackRock CollegeAdvantage 529 Plan | BlackRock Advisors | $5,081.90 |
| 12 | MI | Michigan Education Savings Program | TIAA Tuition Financing Inc. | $5,031.90 |
| 13 | OH | CollegeAdvantage 529 Savings Plan | Ohio Tuition Trust Authority | $4,929.50 |
| 14 | AK | John Hancock Freedom 529 | T. Rowe Price Associates Inc. | $4,818.20 |
| 15 | NH | Fidelity Advisor 529 Plan | Fidelity Investments | $4,688.10 |
| 16 | NY | New York's 529 Program (adviser-guided) | Ascensus | $4,671.80 |
| 17 | CO | Scholars Choice College Savings Program | Legg Mason Global Asset Allocation | $4,045.70 |
| 18 | VA | Invest529 | Virginia College Savings Plan | $4,008.30 |
| 19 | NJ | Franklin Templeton 529 Coll Savings Plan | Franklin Templeton Distributors Inc. | $3,727.60 |
| 20 | NV | USAA College Savings Plan | Ascensus | $3,317.80 |
| 21 | CO | CollegeInvest Direct Portfolio | Ascensus | $3,202.50 |
| 22 | AK | University of Alaska Coll Savings Plan | T. Rowe Price Associates Inc. | $3,071.20 |
| 23 | MO | MOST Missouri's 529 Plan | Ascensus | $2,853.00 |
| 24 | CT | Connecticut Higher Education Trust | TIAA Tuition Financing Inc. | $2,850.10 |
| 25 | WI | Edvest 529 Plan | TIAA Tuition Financing Inc. | $2,842.30 |
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
