Charitable-Trust Services Available To LPL Reps

Renaissance, the nation‚s largest charitable-trust administrator, will be providing services to registered representatives of Linsco/Private Ledger (LPL).

Renaissance, based in Indianapolis, Ind., will support the LPL Advanced Resources Group with charitable-trust case design, training and trust-administration services. The LPL group supports its 3,800 registered reps in 1,800 branches nationwide.

Renaissance has trained thousands of financial advisors on how to integrate charitable-planning techniques into their practices. Renaissance training workshops that show how to maximize business with wealthy individuals by using charitable-planning tools are available to LPL reps.

"We have the flexibility to support the needs of financial advisors at all charitable-planning skill levels," says Doreen Tyburski, Renaissance‚s president and CEO. "LPL recognizes the importance of such a support system, and we believe that this relationship certainly gives LPL-registered representatives a distinct advantage in their marketplace."

More information about LPL, which is headquartered in San Diego, and its services is available at www.joinlpl.com or by calling (888) JOIN LPL, ext. 6555.

Family-Office Services

RapportNET LLC, based in Dearborn, Mich., has launched online services targeted at family offices. Among its offerings is Private Client Solution, which helps advisors provide asset-management, communication and lifestyle services for high-net-worth clients.

The company also provides Family Websites, which offer a secure location for family, trusted advisors and office staff to share information.

"Harnessing the tremendous power of the Internet as a communication tool is something that successful families want and need to do," says Edsel B. Ford II, founder of RapportNET and a Ford Motor Co. director.

For more information, visit www.rapportnet.com.

Managing Your Clients

Securities America, based in Omaha, Neb., and a subsidiary of American Express Financial Corp., has introduced Client Manager, which combines brokerage and off-sight mutual fund transactions for consolidated reporting. Annuity transactions are to be added this fall.

The browser-based application also is an integrated contact manager, event scheduler and client-account-reporting tool for financial advisors.

For more information, call (800) 747-6111, ext. 2823.

Waterhouse-Rowe Partnership

TD Waterhouse Institutional Services is offering its 3,000 U.S. financial advisory clients access to T. Rowe Price Advisor Class Funds.

Advisors now can purchase 10 T. Rowe Price funds for their clients without any transaction fees. The Advisor Class includes equity income, value, blue chip growth, mid-cap growth, small-cap stock, small-cap value, international stock, science and technology, high-yield and international bond funds.

For more information, call TD Waterhouse at (212) 908-3101, T. Rowe Price at (410) 345-2242 or visit www.tdwaterhouse.com or www.troweprice.com.

Schwab To Offer New Service

Charles Schwab & Co. Inc. has agreed to offer Litman/Gregory & Co.‚s AdvisorIntelligence.com Web service to independent investment advisors who custody their client‚s assets with Schwab Institutional.

AdvisorIntelligence.com offers fund and asset-class research, model portfolios and client tools and materials. Advisors working with Schwab can try the service for free for two months. The first-year rate is $420, a 30% discount, for those who sign up by October 31. To take advantage of the offer, please e-mail [email protected].

Litman/Gregory, based in Orinda, Calif., publishes the No-Load Fund Analyst newsletter, is advisor to the Masters‚ Select funds and manages more than $700 million directly in client accounts.

Program Minimizes Taxes

Boston Capital Services Inc., based in Boston, and AEI Fund Management Inc. of St. Paul, Minn., are offering a program to minimize income taxes.

Called PassPort, the program matches the passive-activity losses generated by Boston Capital Tax Credit Fund IV with the passive income generated by AEI Income & Growth Fund 24. The goal is to maximize an investor‚s after-tax investment income and reduce federal personal income tax liability.

For a Boston Capital Fund IV prospectus, call (800) 866-2282 or visit www.bostoncapital.com. For an AEI Income & Growth Fund 24 prospectus, call (800) 328-3519 or visit www.aeifunds.com.