Standard & Poor's Bond Pricing Service
Standard & Poor's is offering a U.S. taxable securities pricing service.
The New York-based firm‚s new service offers independent pricing of approximately 1.3 million hard-to-price asset classes, including high-grade, high-yield, mortgage-backed and asset-backed securities. For more information, visit www.standardandpoors.com.
Morningstar Advisor Workstation Office Edition
Chicago-based Morningstar Inc. has introduced Advisor Workstation Office Edition, a Web-based office platform for independent financial advisors.
The system offers investment analysis, asset allocation and investment planning, portfolio construction, contact management and client reporting.
Financial advisors can register for a free 14-day trial, view an online demonstration, or find more
information at http://advisor.morningstar.com/productpages/intro.asp.
John Hancock Name Wins Out
Manulife Financial Corp. of Toronto plans to market virtually all financial protection and wealth management products currently offered by the firm in the United States under the John Hancock brand by early 2005.
Manulife recently bought Boston-based John Hancock Financial Services Inc., and plans to make the name changes because it wants to leverage Hancock‚s strong brand recognition in the United States. Effective June 1, Manulife College Savings changed its product‚s name to John Hancock Freedom 529.
NEXT And Moss Adams
Financial consulting firm Moss Adams LLP of Seattle will provide practice development and management support and services to registered representatives of Houston-based NEXT Financial Group.
"By partnering with Moss Adams, our representatives will be able to receive the highest level of practice-development consulting available on issues of critical importance to their respective practices," says Jeff Ault, NEXT president and CEO. NEXT was founded and is managed and owned by its registered representatives. The company has 500 financial professionals nationwide.