Berthel Fisher & Company Financial Services is a subsidiary of Berthel Fisher & Co., which was established in 1985 and provides full-service securities brokerage services for investors, investment banking service for mature companies and entrepreneurs, leases and loans for growing businesses and insurance products.
Software Helps Advisors
BMRW & Associates of Stow, Ohio, has developed and launched The Magma Platform Solution to assist financial services firms with anti-money laundering regulations brought on by 9/11.
The Magma Platform Solution is customizable financial data management and reporting software that provides data to help advisors and others meet NASD/SEC regulations, the firm says.
"Magma collects an investor‚s transactional and position data from multiple sources and consolidates it into a single data source, improving the broker‚s ability to evaluate and monitor customer portfolios while allowing management an improved ability to detect any suspicious investment activity," says Carl Cline, President & CEO. For more information, visit www.bmrw.com.
MSC Offers New Services
Mutual Service Corp. (MSC) of West Palm Beach, Fla., is offering two new services for advisors who want more independence.
MSC‚s Fee-Friendly program emphasizes complete product choice, open technology and clearing platforms, and extensive specialized transition services. Its Transition-to-Independence Analysis process includes a new consultation service for employee-based representatives who are considering a move to an independent broker-dealer.
For more information, call (800) 749-8900, ext. 50.