Forefield, a division of Broadridge, is a suite of Web-based education and client communication solutions. The resources are being made available to Commonwealth advisers with the intention of broadening the scope of the adviser’s deliverables, as well as allowing them to become well-versed on a particular financial planning topic quickly, the broker/dealer said.
The Forefield set of tools includes the following components:
- Forefield Advisor: Provides access to more than 2,300 articles, 200 illustrations and tables, 200 calculators, and 400 client presentations on financial planning topics and scenarios.
- Forefield Newsletter: Offers the ability to create newsletters on-demand using monthly content updates, articles, and market summaries.
- Forefield Continuing Education Service: Allows advisers to earn the credits necessary to satisfy their CE requirements for many popular accreditations—including CFP, ChFC, CLF, and CLU—online. Forefield tracks the date on which an adviser successfully completes a test and automatically notifies the CFP Board of Standards.
“Broadridge is very excited to provide Commonwealth advisers with the trusted content and powerful client communication tools from Forefield,” said Andrew Besheer, vice president, customer communications, Broadridge. “This agreement represents a very significant client win for Broadridge’s Forefield division. We look forward to building a strong working partnership with Commonwealth, one of the acknowledged leaders in the independent brokerage market,” he added.
Advisers will have access to an extensive selection of materials to post on their firm’s Web site, including more than 1,000 articles and newsletters, as well as video market commentary that can be posted automatically for advisers using Commonwealth’s EasySite Web site program. Research package subscribers will also receive Forefield Alerts on recent regulatory and legislative changes.
The suite of services went live to more than 1,400 Commonwealth advisers on June 30, 2011.