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Financial advisors would use more annuities if they had more options from providers, according to a study by the Global Atlantic Financial Group. The study, of 400 financial advisors offering portfolio investment and retirement advice, found that 56 percent believe annuities are an important part of a financial retirement plan, but 90 percent are frustrated with the "one-size-fits-all," single-product approach by annuity providers. ...
E*Trade's TCA Adds Morningstar and Other Money Managers
Trust Company of America, the independent advisor custodian bought by E*Trade in April, is adding four new managers to its Money Manager X-Change. E*TRADE said Tuesday that Morningstar Investment Management, Clearbridge, Manning & Napier and Earth Equity Advisors will now provide advisors access to additional portfolios and strategies. ...
MyVest "Modularizes" its Portfolio Tool
Advisors interested in just the model management and rebalancing features of MyVest’s Strategic Portfolio System, but not the entire platform of tools, can now use a scaled-down version of the platform called Portfolio Management Suite, MyVest announced. ... |
