Products July 12, 2010

John Hancock Relaunches Adopted Mid Cap Value Fund

John Hancock Funds has completed the adoption of the Robeco Boston Partners Mid Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value Mid Cap Fund (JVMAX). 

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The John Hancock Disciplined Value Mid Cap Fund is now available for sale to retail investors through their financial advisers.  

The John Hancock Disciplined Value Mid Cap Fund seeks to provide long-term growth of capital by investing at least 80% of its net assets in a diversified portfolio of equity securities of issuers with medium market capitalizations and identified by Robeco Boston Partners as having value characteristics. A medium market capitalization issuer generally is considered to be one whose market capitalization is, at the time the Fund makes the investment, similar to the market capitalization of companies in the Russell Midcap Value Index, which is comprised of those companies in the Russell Midcap Index with lower price to book ratios and lower forecasted growth values and with a market capitalization range, as of March 31, 2010, between $223 million and $17.95 billion.   

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The fund’s portfolio will be managed on a day-to-day basis by Robeco Boston Partners.  

More information is at http://www.jhfunds.com. 

Products July 12, 2010

National Planning Holdings, Inc. Launches WealthOne Advisory Platform

National Planning Holdings, Inc. (NPH) announced the launch of WealthOne, a Web-based advisory platform that offers investment strategies and products to all NPH-affiliated advisers.
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The new platform gives advisers access to investment solutions from eight money managers, including The Vanguard Group, JP Morgan and UBS.

According to a news release, WealthOne features three solutions for managing client assets on one platform. 

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The first component of NPH’s new WealthOne suite, Strategist Solutions, gives advisers access to strategic and tactical investment approaches gathered from contracts with Vanguard, JP Morgan, UBS, Standard & Poor’s, Russell Investments, Lazard, Avatar Associates and Loring Ward. 

The Advisory Portal enables advisers to view client information, create and update proposals, build and manage models, research strategists, access reference materials and industry commentaries, and customize the online client access site and client reports with their own branding. The Advisory Portal also allows advisers to access the platform directly from their broker-dealer’s website, and gives representatives single-click access to WealthOne’s other two components, Adviser Solutions and Custom Style Portfolio Solutions.  

With Adviser Solutions, advisers who act as asset managers can build and maintain model portfolios by creating their own custom asset allocations. The platform features streamlined rebalancing with the ability to set drift parameters, a  proposal generation system and customized quarterly performance reporting. Clients have online access to their accounts, and receive one report and billing statement every quarter.  

WealthOne’s Custom Style Portfolio Solutions are actively managed separate accounts from Curian Capital, LLC that offer  customization, including the ability to select among a range of investment approaches and asset classes. Clients may also implement socially responsive investing strategies by excluding up to 14 social sectors or an unlimited number of individual securities from their portfolios. Investors can minimize tax implications through a unique tax harvesting feature and eight different tax-lot strategies. 

Financial advisers can contact Rob Dearman at (517) 367-3401 or robert.dearman@npholding.com. 

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