For more information about Wiesenberger, visit www.wiesenberger.com.
Managed Accounts Offered
Lockwood Financial Group, based in Malvern, Pa., is offering Managed Account Xpress, a Web-based product that allows any financial advisor to offer individually managed accounts, some with minimums as low as $50,000.
Because the entire process is Web-based, Lockwood says, it‚s easier for advisors to develop proposals, create account-opening paperwork and track and service client accounts.
For more information, call
(866) 926-8629.
Stock-Trading Service
DATAlynx has introduced an Internet-based stock-trading service for financial advisors. Advisors can buy and sell stocks and do market and limit orders online. The StockLynx service is available at DATAlynx‚s Web site, www.datalynx.com, to any advisor who is not affiliated with a broker-dealer. DATAlynx is a unit of Denver-based First Trust Corp.
For RIAs Only
Sincere & Co. of Holliston, Mass., and Oberon Financial Technology Inc. of Sunnyvale, Calif., have launched a separate-accounts service for independent registered investment advisors.
Sincere Separate Accounts is a Web-based platform that delivers private-label managed-account services. Account minimums are as low as $100,000, depending on the manager. For more information, visit www.sincereco.com or www.oberonft.com.
B Shares Introduced
Harris Insight Funds has introduced B Shares for investors and commission-based brokers. This compliments their current classes of shares, which include A shares for commission-based brokers; N shares for advisors, including those who are fee-based; and Institutional shares. For further information, including a prospectus, call (800) 982-8782 or visit the firm‚s Web site at www.harrisinsight.com.