Products April 15, 2009

DWS Releases Structured Products Education Suite

DWS Investments launched new and enhanced educational tools about structured products, designed to meet the educational needs of both financial advisers and individual investors.
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According to a news release from DWS, the U.S. retail unit of Deutsche Bank’s Asset Management division, the suite includes:

  • continuing education presentations,
  • an online training course for registered representatives consisting of an animated presentation and an examination,
  • presentations specifically designed for use with individual investors,
  • and a selection of supporting materials designed to demystify structured notes and structured CDs.

DWS Investments said it has partnered with X-Markets, Deutsche Bank’s global platform for structured notes, combining asset management, structuring, and risk management expertise in a coordinated manner. Jointly launched in September 2006 by DWS Investments and X-Markets, retail structured products are an integral component of their continued focus upon product innovation and outcome-oriented investing, the company said.

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Deals & People April 15, 2009

Goldstein Financial Corporation Joins M Financial Group

M Financial Group today announced that Deerfield, Illinois-based Goldstein Financial Corporation (GFC) has become a member firm.
Reported by

Goldstein Financial Corporation provides specialized estate wealth transfer and corporate benefit solutions for clients. The company was founded by its President and CEO Allan Goldstein in 1988 and has since grown to a team of nine. In a press release, M Financial said GFC delivers a “unique consultative planning approach, analytic problem solving, and advanced underwriting skills, as well as access to a wide array of financial products.’

Fred H. Jonske, president and CEO of M Financial, said: “Goldstein Financial Corporation is an excellent addition to the M Community, allowing us to expand our presence in a key part of the country … The team, culture, and commitment of the firm are consistent with M Financial’s values and we are excited by the opportunity to support GFC’s future success.”

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Goldstein commented: “The expertise resident within the M network, coupled with access to differentiated solutions customized for our clients, make us more competitive in the marketplace and more effective at serving our clients. This step is an important one for our firm that will benefit the clients and advisers we serve.”

M Financial Group is a financial services design and distribution companies with a network of more than 120 independent insurance, investment, and executive benefit firms in 36 states.

For more information about M Financial Group, please visit www.mfin.com.

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