Products April 27, 2010

Commonwealth Advisers Can Tailor Web Portal with Widgets

Advisers affiliated with Commonwealth Financial Network can now use widgets to customize their own version of COMMunity Link, Commonwealth’s adviser Web portal.
Reported by

Widgets are a convenient way to organize information, and Commonwealth advisers can now choose what is displayed on their homepage, as well as arrange and rearrange those elements to make their use of the Web site more efficient, the firm said. Widget settings stay the same from any computer used to login.

With the launch of widget functionality, advisers can tailor the homepage of COMMunity Link to reflect the pieces of information and workflow tools that best fit their needs. Additionally, many of the widgets can be customized to a user’s preferences. Popular widgets include Alerts, Market Summary, Work in Progress, Last Households Viewed, and Commission Snapshot.

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Commonwealth offers a brief video demo about widget functionality here.

The Markets April 26, 2010

N.J. 529 Plan Adds Investment Options

Franklin Templeton Investments and the New Jersey Higher Education Student Assistance Authority (HESAA) have announced additional investment options for the Franklin Templeton 529 College Savings Plan.
Reported by

A news release said the plan, available to investors nationwide, now allows investors to choose from three risk-adjusted age-based investment tracks to suit their risk tolerance.

The plan’s existing age-based investment track was renamed the Growth Age-Based Asset Allocation, and two new tracks were introduced: the Conservative Age-Based Asset Allocation and Moderate Age-Based Asset Allocation.

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“I’m pleased that Franklin Templeton has increased the number of investment options in its 529 college savings plan,” said Michael Angulo, executive director of HESAA. “This provides families with even more choice and flexibility when it comes to investing for future college costs.”

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