Recently Released!!!
Date Published: March 29, 2023
Summary PowerPoint Deck: 199 Slides
Reference PowerPoint Deck: 1,097 Slides

The purpose of this research is to provide readers with a comprehensive understanding of Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts within the college savings market. This research seeks to summarize the leading managers, as well as make future predictions. This research is incorporated into Tiburon's broader research coverage of college planning & the college savings market and its even broader coverage of financial planning.

This research defines the market growth and the leading Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial account managers.

This research defines the distinct products within Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts, including:

• Uniform Gift to Minors Act (UGMA) Custodial Accounts
• Uniform Transfer to Minors Act (UTMA) Custodial Accounts

This research makes several future predictions for Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts, including:

• Moderate Growth in Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) Custodial Accounts
• Fastest Growth in Uniform Gifts to Minors Act (UGMA) Custodial Accounts
• Ongoing Position of Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) Custodial Accounts as Supplemental College Savings & Wealth Transfer Vehicle for High Net Worth Families
• Fastest Growth in Financial Advisor Channels