"Until now, there have been significant structural barriers for investment advisors looking to obtain efficient access to the benefits of managed futures," says Cole Wilcox, CEO and chief investment officer of Longboard. "Longboard attempts to offer financial advisors a value proposition by providing direct-to-manager access within a mutual fund."
Loring Ward Offers Parents' Guide To Kids And Money
Loring Ward, a research and investing information company, has issued a new publication, Parents Guide to Kids & Money: Tips for Helping Your Children Get Off To A Great Financial Start, that is packed with helpful tips on everything from allowances to money management. The 20-page guide can be used by advisors to help their clients improve the financial and life success skills of their children and grandchildren.
Creative Marketing Launches "Geared" Program
Creative Marketing of Leawood, Kan., a marketing organization for the annuity and life insurance industry, has launched its exclusive "Geared" program, a comprehensive business consulting platform that helps agents identify their unique business challenges, clarify their goals and provide a tangible plan for reaching business success. This system includes a personalized marketing plan and one-on-one business consulting to help producers remain accountable and committed to reaching their annual goals.