An emerging trend is creating a growing opportunity for broker-dealers with 529 plans. Consumers are looking to advisors to develop comprehensive investment plans for major life events, like retirement and college savings, that fit their needs for the present and goals for the future. But with the challenges and complexities broker-dealers face on a daily basis, it can be hard to keep up with our rapidly changing environment – let alone take advantage of potential, new opportunities.
Gain additional insight by completing the following form and downloading this report: "Growth Opportunity in the 529 Plan: The Value of Subaccounting".
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