Pershing Launches Managed Account Network
Pershing LLC, a subsidiary of The Bank of New York
Co. Inc., has launched Managed Account Network, an open-architecture
platform that allows broker-dealer firms to offer their clients a wide
range of managed account solutions from turnkey asset management
program providers.
FundQuest is the first provider to be on the
network, with services including mutual fund managed, separately
managed and unified managed accounts. FundQuest's open architecture
asset management platform is available as both an off-the-shelf and
private-label product solution.
Through Managed Account Network, Pershing
correspondent, or introducing, broker-dealer customers also can access
external asset management program providers such as Lockwood Advisors,
Envestnet Asset Management, Morningstar Investment Services and Tercet
Capital LLC, and hold the related assets in custody at Pershing.
Pershing has offered a broad selection of managed
account services, including turnkey and private label platforms since
1991. Through Pershing's affiliate, Pershing Advisor Solutions LLC,
independent registered investment advisors have been able to access an
open architecture platform and the managed account services of various
external program providers since 2001.
Additional information is available at http://www.pershing.com.
John Hancock Adds Allocation Options
John Hancock Annuities has added three asset
allocation options to the John Hancock Trust, the investment platform
available in the company's variable annuity products.
The new asset allocation options are Franklin
Templeton Founding Allocation, American Asset Allocation and American
Funds Global Diversification.
More information on John Hancock, a unit of Manulife Financial Corp., can be found at http://www.johnhancock.com.
Matrix Buys Interest In Research Firm
Matrix Settlement and Clearance Services LLC has
purchased a majority interest in Prima Capital Holding Inc., a provider
of research, due diligence and technology solutions for financial
services companies. Terms of the transaction were not disclosed.
Prima Capital's research, analytics, due diligence
and portfolio modeling tools enable Matrix to offer a broader base of
products and services to third-party administrators and retirement
advisors, as well as its bank customers.
Prima Capital, which has 15 employees, will continue to operate independently in Denver.
Commonwealth Providing Customized Newsletter Service
Commonwealth Financial Network is partnering with
Forefield Inc. to provide its advisors customizable wealth management
newsletters to share with existing and prospective clients.
Advisors can choose from a wide variety of
NASD-reviewed wealth management articles to create each newsletter.
Each newsletter can be customized with an advisor's proprietary content
and branding, such as logo and color scheme. Newsletters can be
distributed via e-mail, Web site or standard mail.
WAI Offers Insurance For Advisors
The Wealth Advisor Institute (WAI) is offering its
members comprehensive medical, life and disability insurance through
the WAI Group Insurance Plan.
The plan offers major medical, dental, vision, disability and life
coverage; a selection of voluntary products and discounts; and a
guaranteed rate for each enrollment year.
For more information on the WAI Group Insurance Plan, please visit http://www.wealthadvisorinstitute.com.
Vanguard ETF Targeting MSCI Indexes
Vanguard has filed a registration statement with the
Securities and Exchange Commission for its fifth international ETF,
which will seek to track the performance of the widely followed Morgan
Stanley Capital International (MSCI) Europe, Australasia, Far East
(EAFE) Index, an unmanaged benchmark of more than 1,150 stocks in 21
developed foreign countries.
The new Vanguard Europe Pacific ETF is expected to
feature an expense ratio of 0.15% and to launch in third-quarter of
2007.