For more information, call (800) 243-4361 or visit www.phoenixinvestments.com.

Financial Engines Enhances Services

Financial Engines of Palo Alto, Calif., has enhanced its services for financial advisors by helping them provide specific investment advice to clients on IRA rollovers, investing lump sums and rebalancing portfolios.

The company‚s QuickSolve Solutions now includes information on those topics for advisors using Financial Engines Professional Advisor. Financial Engines helps advisors deliver advice to clients online with its Direct Access service, over the phone with its Call Center service and face-to-face with its Professional Advisor service.

The company also has announced People‚s Securities Inc. is piloting Professional Advisor with some of its financial advisors. People‚s Securities is a subsidiary of People‚s Bank, the largest state-chartered bank in Connecticut.

Bond Fund Manager Named

Loomis, Sayles & Co. of Boston has been named portfolio manager of Managers Intermediate Bond Fund, based in Norwalk, Conn.

Daniel J. Fuss, managing director of Loomis Sayles, is the fund‚s portfolio manager.

Loomis Sayles manages $65 billion for its clients, with $54 billion in fixed-income assets under management. A subsidiary of Affiliated Managers Group Inc. in Boston, Managers Funds offers 13 no-load mutual funds.

AMEX 529 Plan Tool

American Express is offering its financial advisors The College Savings Plan Fact Finder, a research tool providing third-party objective information about 529 plans, such as contribution limits, state tax deductions, expenses, fees and investment options.