Company Introduces ETF-Based Retirement Plan

ETF Advisor k, a Memphis, Tennessee-based open architecture retirement plan provider, has introduced a retirement plan based on exchange-traded funds (ETF) for fee-based advisers and trust departments that desire an open architecture retirement platform.

The company says the system is unique because participants own the ETF shares in their account, instead of units from a collective or unitized trust. In this way, ETFs are traded, settled, and reported like mutual funds.

This allows advisers and participants to use public information and tools to design portfolios to meet their investment strategy, the company said.

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The company said advisers can offer specific strategies such as core/satellite, tactical, or total portfolio management based on the risk reward tolerance of the participant.


More information can be obtained by calling 877-843-4015 or by visiting

More information can be obtained by calling 877-843-4015 or by visiting www.ETFAdvisork.com.

 

Windham Unveils Communication Software for Financial Advisers

Windham Capital Management, an investment technology provider, released a software tool for financial advisers, the Windham Planner Express.

The tool offers four key features: portfolio selection, risk management, wealth planning, and proposal and report generation, according to a press release. It is used to enhance the adviser-client relationship by enabling advisers to effectively communicate financial concepts to clients.

The tool “allows you to work more efficiently, grow your client base, and differentiate yourself in the marketplace,” said Lucas Turton, vice president of marketing, in the release. Windham said one of the distinguishing features is the risk management module, which evaluates probability of loss at the end of, and throughout, an investment period.

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The new software tool is licensed yearly for $1,800. Complimentary Web demonstrations are also available. More information is available at www.windhamcapital.com.

 

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