LPL Releases New Financial Information And Software Network
LPL Financial Services has released BranchNet 2001, a network of financial information and software to help representatives provide service and advice to clients.
BranchNet 2001 allows brokers to navigate the Web, create and manage accounts, complete online forms, execute trades and generate reports. In particular, various features allow representatives to search and view client account data, balances, transactions, positions, investment objectives, fees and other information.
Portfolio management is another key feature. Rebalancing client advisory and brokerage accounts is automated with BranchNet 2001‚s portfolio rebalancing tool. Message alerts keep representatives updated on current events, breaking news, system events and other information.
BranchNet 2001 provides more efficient online trading services to representatives as well, by creating electronic trade tickets, trade blotter and branch trade reports. It also includes compliance-approved electronic storage of client and commission statements.
The technology includes Web-based training with interactive help features to assist with the software at no cost to representatives. A CD-ROM contains the software and a user‚s guide. Dial-in audio classes are available anytime.
With dual headquarters in Boston and San Diego, LPL provides services and support to more than 3,900 investment professionals located in all 50 states and the District of Columbia. For additional information about LPL Financial Services, visit www.joinlpl.com or call (800) 877-7210, ext. 6700.
Securian Adds Investment Choices
Securian Retirement Services, a business unit of Minnesota Life based in St. Paul, Minn., recently added nine options to the investments it offers to qualified retirement-plan clients. The new choices are PIMCO High Yield Fund, institutional shares; Van Kampen Equity Income Fund, Class A shares; Van Kampen Comstock Fund, Class A shares; Turner Small Cap Value Fund; Turner Small Cap Growth Fund; American Century Equity Income Fund, investor-class shares; Fidelity Advisor Equity Growth Fund, Class T; Miller Anderson Core Equity; and Disciplined Growth Investors Mid Cap Growth.
For more information, visit www.securian.com.
CPA Education Offered
Certified public accountants who are registered with Mutual Service Corp., based in West Palm Beach, Fla., can earn CPA credits at MSC-sponsored educational meetings.
MSC has registered with the National Association of State Boards of Accountancy to offer up to 15 courses per year for CPA credit. Certified courses in such categories as accounting and auditing, consulting services, management, personal development, taxation and specialized knowledge and applications will be formatted, approved and made available to MSC‚s CPA-designated representatives.