TD Waterhouse Offers New Services For Advisors

TD Waterhouse Institutional Services is offering new services for the 2,600 fee-based independent financial advisor clients in its network.

TD Waterhouse‚s advisor clients can now access:

• Proprietary research from Goldman Sachs PrimeAccesssm. The service provides advisors with access to real-time news, proprietary research, initial public offerings and alternative investments.

• Mortgages through Nexstar Financial Corp. The program enables advisors to provide their clients with access to residential home financing.

•Administrative family-office capabilities through Total Personal Services Administrative Group LLC. Advisors can provide their wealthy clients with executive secretarial, bookkeeping and personal concierge services, and daily monitoring and review of bills and other time-sensitive information. The group also prepares and reviews reports and account activity with advisors and their clients.

•Web-site development. TD Waterhouse has partnered with AdvisorSites to offer customized Web-site development at discounted rates. AdvisorSites also helps advisors update their clients on financial news.

Financial advisors already in TD Waterhouse‚s network who want to learn more about these services may call (800) 431-3500. Other advisors may call (800) 934-6124.

VUL Data Now Available

DST Systems Inc. of Kansas City, Mo., is providing Variable Universal Life (VUL) data through its proprietary service, FAN (Financial Advisor Network) Mail.

FAN Mail sends financial intermediaries automated downloads of client data, such as shareholder positions, account profiles, financial transactions, dividends and daily prices from various mutual fund, variable annuity and REIT providers. Western Reserve Life Assurance Company of Ohio is the first provider of VUL data through FAN Mail.

FAN Mail works with portfolio-management software to eliminate manual data entry and to streamline back-office operations.

First « 1 2 3 » Next