529 Awareness Is Low—And Stagnant
Despite a lack of knowledge about the accounts, experts say the potential for growth in these products is high.
Tag: 529 plans
Make the Most of FINRA’s 529 Share Class Disclosure Initiative
FINRA is encouraging firms to undertake a qualitative review of their supervisory practices ranging back to 2013—not a full quantitative analysis of individual 529 plan transactions or recommendations.
