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.