The browser-based application also is an integrated contact manager, event scheduler and client-account-reporting tool for financial advisors.
For more information, call (800) 747-6111, ext. 2823.
Waterhouse-Rowe Partnership
TD Waterhouse Institutional Services is offering its 3,000 U.S. financial advisory clients access to T. Rowe Price Advisor Class Funds.
Advisors now can purchase 10 T. Rowe Price funds for their clients without any transaction fees. The Advisor Class includes equity income, value, blue chip growth, mid-cap growth, small-cap stock, small-cap value, international stock, science and technology, high-yield and international bond funds.
For more information, call TD Waterhouse at (212) 908-3101, T. Rowe Price at (410) 345-2242 or visit www.tdwaterhouse.com or www.troweprice.com.
Schwab To Offer New Service
Charles Schwab & Co. Inc. has agreed to offer Litman/Gregory & Co.‚s AdvisorIntelligence.com Web service to independent investment advisors who custody their client‚s assets with Schwab Institutional.
AdvisorIntelligence.com offers fund and asset-class research, model portfolios and client tools and materials. Advisors working with Schwab can try the service for free for two months. The first-year rate is $420, a 30% discount, for those who sign up by October 31. To take advantage of the offer, please e-mail [email protected].
Litman/Gregory, based in Orinda, Calif., publishes the No-Load Fund Analyst newsletter, is advisor to the Masters‚ Select funds and manages more than $700 million directly in client accounts.
Program Minimizes Taxes
Boston Capital Services Inc., based in Boston, and AEI Fund Management Inc. of St. Paul, Minn., are offering a program to minimize income taxes.
Called PassPort, the program matches the passive-activity losses generated by Boston Capital Tax Credit Fund IV with the passive income generated by AEI Income & Growth Fund 24. The goal is to maximize an investor‚s after-tax investment income and reduce federal personal income tax liability.