PMC will provide money manager due-diligence services, prepare performance-measurement reports and provide investment consulting and back-office services for a managed-account program offered by Sterling, based in Pepper Pike, Ohio.
Sterling is a division of National City Bank and offers investment management, alternative investments, financial counseling, family office, private banking and fiduciary administration.
For more information on PMC, visit www.pmcdenver.com.
401(k) Guide
Search401k, based in Mendota Heights, Minn., has launched an online directory of more than 90 401(k) plan products from nearly 60 retirement-product providers.
The Search401k Provider Guide gives financial advisors access to more than 600 fields, such as product description, plan administration, investment vehicles, employee communication and record-keeping information.
A subscription to the guide costs $195 a year. For more information, visit www.search401k.com.
A Better Web Platform
TD Waterhouse Institutional Services in New York has introduced enhancements to Veo, its Web-based platform for financial advisors.
Veo provides advisors with access to client accounts and downloadable data for their portfolio management software. The new features include a simplified application process, online management and submission of client fees, a customizable home page and access to TD Waterhouse‚s database of over 10,000 mutual funds.