Dow Jones Launches Wealth Manager Product
Dow Jones & Co. has launched a product for financial advisors to help them increase contact with their clients.
Dow Jones Wealth Manager enables advisors to build deeper relationships with clients and prospects through communication and assists firms in increasing total assets under management, the company says.
Wealth Manager lets advisors use their knowledge of their clients‚ goals and interests to generate thoughtful reasons for calls and e-mail. Advisors profile their clients and prospects, and then the browser-based application continuously maps Dow Jones‚ news and information–Dow Jones Newswires, The Wall Street Journal, Barron‚s and SmartMoney–to these personalized profiles.
Firms also will be able to integrate their proprietary research into Wealth Manager and link it to key client profiles and holdings. The advisor then decides how and when to reach out to clients.
Dow Jones Wealth Manager was developed in conjunction with Client Dynamics, a company based in Irvine, Calif., that offers client management software.
To learn more about Dow Jones Wealth Manager, visit the Web site djnewswires.com/wealthmanager or call (800) 223-2274.
MassMutual AddsTo Variable Annuities
The MassMutual Financial Group Companies, based in Springfield, Mass., has added four new funds to its variable annuity line-up.
The funds are for MassMutual Transitions, Panorama Passage, Panorama Premier and MassMutual Artistry variable annuities. The funds are the MML Inflation-Protected Bond Fund, the American Funds Asset Allocation Fund (Class 2), the American Funds Growth-Income Fund (Class 2) and the Franklin Small Cap Value Securities Fund (Class 2). The MML Inflation-Protected Bond Fund invests primarily in Treasury Inflation-Protected Securities and is subadvised by David L. Babson & Company Inc. The Asset Allocation Fund and the Growth-Income Fund are part of the American Funds Insurance Series. Franklin Temple-ton Investments manages the Frank-lin Small Cap Value Securities Fund.
For more information on MassMutual, visit the Web site www.massmutual.com.