Firms Adopt FundQuest's New Portfolios
FundQuest's ActivePassive Funds portfolios are now available on the managed account platforms of 78 financial advisory firms. The portfolios are made up of funds that combine active and passive investments based on FundQuest's proprietary research.
"The portfolios provide a unique hybrid offering that resonates well with advisors and can appeal to many investors," says Josh Griffin, supervisor at Sigma Planning Corporation, which uses the new portfolio offering.
21st Services Improves Report
21st Services, which specializes in longevity research, is offering an enhanced edition of its Customized Longevity Planning Report to help advisors determine how long their clients are likely to live and how well they are planning for that time.
The new report is now offered in a low-cost, online version, and the cost for hard copies has been reduced. 21st Services also now offers advisors assistance in positioning the report for clients, and there is a support Web site and a consumer Web page for clients. Additional information can be found at www.21stservices.com.