MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Tuesday, January 27, 2004 New 529 Sales Tool Advisors interested in selling 529 plans often stop by Savingforcollege.com, known for its database of detailed information on 529 plans offered by every state in the country. But now, through a new alliance the company’s founder, John Hurley, has struck with Advisor Central, a web-based business building portal for advisors, some of the company’s research capabilities for advisors will be outsourced to Advisor Central. When the new service launches this spring, AdvisorCentral will use Savingforcollege data to provide research and support to advisors seeking to sell 529s as well as access to online account setup and transaction capabilities, in addition to post-sale servicing. AdvisorCentral will also offer customize integration to each advisor’s marketing and compliance systems. However, only advisors who are members of AdvisorCentral’s web site will be able to access the new services. Some of Savingforcollege's flagship research tool for advisors, 529 Pro Solutions, includes research on every 529 plan includes the exclusive V-index a plan comparison tool. 529 Pro Solutions also allows users to compare an unlimited number of plans through the Super Evaluator in over 70 data points. Broker-dealers and advisors seeking information on a specific plan may do so in 529 Plan details while timely articles and updates are available with the Resource Library and Pro Developments. In addition, Savingforcollege.com maintains the Find a 529 Pro directory listing of advisors. Printed from: MFWire.com/story.asp?s=6555 Copyright 2004, InvestmentWires, Inc. All Rights Reserved |