Deals & People March 15, 2012

Beirne Wealth Adds Senior Institutional Consultant

Beirne Wealth Consulting, LLC (BWC) added Phil Sloan as a senior institutional consultant for its Institutional Consulting business.
Reported by

Sloan will serve on the firm’s Investment Committee and as a core member of the team advising the firm’s institutional clients.

Before joining the firm, he was a managing director at Fox Asset Management. At Fox, Sloan developed relationships with major institutional consultants and brokerage firms and served as an active member of the management and strategy committees. With more than 40 years of experience in the industry, Sloan has led institutional consulting organizations as the vice president of Institutional Sales for MBIA, the vice president of Managed Accounts at Paine Webber and a vice president at Merrill Lynch.      

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Products March 15, 2012

Franklin Templeton Launches iPad App

Franklin Templeton Investments launched an iPad app that allows on-the-go U.S. financial advisers and investors to quickly access fund information and portfolio manager perspectives.
Reported by

The Franklin Templeton app, which can be downloaded free from iTunes, provides access to information on Franklin Templeton’s complete lineup of mutual funds and timely video and commentary from the firm’s investment professionals. Users have the option to customize elements of the app to match their preferences and interests.

With the Franklin app, users can search for funds, explore individual funds in detail, view portfolio manager videos, read investment commentary and email fund fact sheets directly from an iPad. The app’s briefcase feature enables customization with the ability to save and quickly recall frequently used information in three categories— funds, literature and video. An informational video highlighting the app’s features is available at franklintempleton.com/ipad.

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“Financial advisers and investors are becoming increasingly mobile and placing greater importance on being able to easily access information when and where they need it,” said David McSpadden, senior vice president of Global Advisory Services. “There is a clear need to deliver fund information in new formats consistent with their changing preferences.”

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