Cls's The Weighing Machine
Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:38:40
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Sinopsis
In this episode, Rusty and Robyn talk with Paul Curley, Director of Savings Research at ISS Market Intelligence. In his role, Paul oversees 529 and ABLE market data, research, events and digital products and services for institutional clients, including the 529 Conference. Also, an Editor-in-Chief of the 529 Dash e-newsletter and the 529 Insiders website for financial advisers, institutions, and the media, Paul presents educational seminars and conferences to financial industry experts on 529 plans and ABLE accounts.Key Takeaways[03:34] - Learn about Paul’s work as Editor In Chief for 529 dash, Director of Savings Research at ISS Market Intelligence and CFA Review Instructor and Practice Exam Writer.[05:34] - Learn more about what makes ISS Market Intelligence unique and how they operate.[07:01] - What are 529 Plans and why should investors care about them?[08:25] - Why are 529 Plans not even more popular, or more widely adopted, than they are?[09:41] - What are the most significant data points or metrics tha