Capital Analysts Relocating To Cincinnati
Capital Analysts Inc. is moving to Cincinnati, home
of its parent company, Western & Southern Financial Group, from
Radnor, Pa.
The broker-dealer says that the move will allow it
to leverage Western & Southern's technology, talent, training and
other tools. The Investment Management & Research Group will remain
in Radnor. There will be no interruption in services during the
transition period, which is expected to be complete in the fourth
quarter of 2007.
Capital Analysts will remain an affiliate of Western
& Southern, which is making a sizable financial investment in
helping Capital Analysts develop the services necessary to meet the
needs of its targeted affluent and emerging affluent market segments.
"They are making a major investment to maintain our
company's past success and assist future growth. The move will allow us
to better support independent advisors and help them create sustainable
growth and value in their practices, as well as increasing our
competitiveness in the marketplace," says Bob Cogan, president of
Capital Analysts. "We remain steadfast in our commitment to building
enduring relationships with independent advisory firms serving
individuals who are looking to build and preserve their wealth."
Capital Analysts is developing a wealth management
business strategy of providing independent advisors serving the
affluent and emerging affluent markets with service, products,
marketing support and practice management.
Ameritas Unveils Term Life Product
Ameritas Advisor Services has launched Acacia
Advisor Term life insurance, providing 10- to 30-year coverage for
clients of fee-only and fee-based advisors.
Advisors do not need special insurance training or
licenses to use services from Ameritas Advisor, a division of Ameritas
Life Insurance Corp. Acacia Life Insurance Co. will issue the policies.
For more information, visit http://www.ameritasdirect.com or call 800-552-3553.
ABN AMRO Launches Six ETFs
Six new exchange-traded funds issued by ABN Amro are largely based on indexes from emerging markets.
The new funds are the Market Access DAXglobal BRIC
Index Fund, the Market Access DAXglobal Russia Index Fund, the Market
Access DAXglobal Asia Index Fund, the Market Access South-East Europe
Traded Index Fund, the Market Access DJ Turkey Titans 20 Index Fund and
the Market Access FTSE/ SE Africa Top 40 Index Fund.
AFBA 5Star Fund Sub-Advisors Named
AFBA 5Star Investment Management Co., the advisor to
the AFBA 5Star Family of Funds, has announced that Dreman Value
Management LLC, Marvin & Palmer Associates, Bjurman, Barry &
Associates, TrendStar Advisors, LLC, The London Company and Financial
Counselors Inc. are the new sub-advisors to the AFBA 5Star Funds.
The funds had been sub-advised solely by Kornitzer Capital Management Inc. since inception in 1997.
Teamwork Produces A New Variable Annuity
Advisor Resources, a division of AEGON, has joined
with Transamerica Life Insurance Co. to introduce Transamerica Advisor
Elite, a tax-deferred variable annuity with no surrender fees or
front-end sales loads. Services include guidance from licensed team
members, paperwork completion, comparative analysis, online account
access and direct downloads.
The annuity can be combined with guaranteed lifetime withdrawals through its optional living benefit rider.
CPI Adds Old Mutual Capital
CPI Qualified Plan Consultants Inc., a third-party
recordkeeping and administration company, has added Old Mutual Capital
mutual funds to its retirement plan platform.
The CPI platform offers defined contribution plan
sponsors cutting-edge technologies in a daily valuation environment,
while preserving plan design flexibility. The addition of the Old
Mutual funds adds depth, choice and flexibility.
For more information visit http://www.cpiqpc.com, or call 800-279-9916, ext. 765.