Paul Curley’s Podcast
Director of 529 & ABLE Research at ISS Market Intelligence where I oversee data, research, events, and digital on 529 plans and ABLE accounts for institutional clients.
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Episodes
Wednesday Aug 21, 2019
Wednesday Aug 21, 2019
This is a recording of a practice run of an upcoming presentation at FinCon 2019 on “ABLE Accounts: Get the Latest about the Newest 529 Plan.”
https://www.529conference.com/fincon-2019-able-session-preview/
Wednesday Jul 24, 2019
Wednesday Jul 24, 2019
On July 23, 2019, this short podcast on the ABLE industry was created live during a presentation and includes a market data update on the volume of assets and number of accounts as of 1Q 2019 with benchmark comparisons. Strategic Insight collects market data on the ABLE industry on a quarterly basis, and we collected data on 44 out of 44 (active) plans as of the first quarter of 2019. As of the end of the year, there were 40,422 accounts investing $223.8 million in assets.
Sunday Feb 10, 2019
Sunday Feb 10, 2019
On February 10, 2019, this short podcast on the ABLE industry was created live during a presentation and includes a market data update on the volume of assets and number of accounts as of 4Q 2018 with benchmark comparisons. Strategic Insight collects market data on the ABLE industry on a quarterly basis, and we collected data on 44 out of 44 (active) plans as of the fourth quarter of 2018. As of the end of the year, there were 34,707 accounts investing approximately $171.7 million in assets.