| State | Program | Manager | Assets ($M) |
|---|---|---|---|
| VA | CollegeAmerica | American Funds | $49,770.8 |
| NY | New York's 529 Program (Direct) | Ascensus | $16,406.2 |
| NV | The Vanguard 529 College Savings Plan | Ascensus | $10,900.9 |
| NH | UNIQUE College Investing Plan | Fidelity Investments | $10,229.9 |
| UT | Utah Educational Savings Plan | Utah Educational Savings Plan | $8,437.7 |
| ME | NextGen College Investing Plan Select | Merrill Lynch Pierce Fenner & Smith | $8,223.1 |
| RI | CollegeBoundfund | AllianceBernstein | $7,124.6 |
| CA | ScholarShare College Savings Plan | TIAA Tuition Financing Inc. | $6,489.4 |
| MA | U.Fund College Investing Plan | Fidelity Investments | $5,003.7 |
| OH | BlackRock CollegeAdvantage 529 Plan | BlackRock Advisors | $4,779.5 |
| NH | Fidelity Advisor 529 Plan | Fidelity Investments | $4,413.9 |
| MI | Michigan Education Savings Program | TIAA Tuition Financing Inc. | $4,248.1 |
| IL | Bright Start College Savings (Direct) | OFI Private Investments Inc. | $3,765.8 |
| CO | Scholars Choice College Savings Program | Legg Mason Global Asset Allocation | $3,661.3 |
| NY | New York's 529 Program (Advisor-Guided) | Ascensus | $3,599.2 |
| MD | Maryland College Investment Plan | T. Rowe Price Associates Inc. | $3,542.8 |
| AK | John Hancock Freedom 529 | T. Rowe Price Associates Inc. | $3,469.0 |
| NJ | Franklin Templeton 529 Coll Savings Plan | Franklin Templeton Distributors Inc. | $3,298.2 |
| VA | Virginia529 inVEST | Virginia College Savings Plan | $3,098.5 |
| KS | Schwab 529 College Savings Plan | American Century Inv Mgt, Inc. | $2,796.7 |
| NV | USAA College Savings Plan | Ascensus | $2,488.5 |
| CT | Connecticut Higher Education Trust | TIAA Tuition Financing Inc. | $2,393.3 |
| CO | CollegeInvest Direct Portfolio | Ascensus | $2,349.4 |
| WI | Edvest 529 Plan | TIAA Tuition Financing Inc. | $2,305.1 |
| MO | MOST Missouri's 529 Plan | Ascensus | $2,236.7 |
Most current assets available as of Aug. 19. Source: Morningstar, Inc.
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
