Products February 20, 2008

Signature Resources Launches Wealth Management Platform with FundQuest

Signature Resources Capital Management, a registered investment adviser (RIA), has partnered with FundQuest Incorporated to launch a new full service wealth management platform for Signature’s staff of financial advisers.
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The new platform, Institutional Spectrum, offers a full suite of investment products and capabilities and features eight different types of managed accounts, according to a press release. The products offered include five different types of mutual fund managed accounts, a separately managed account, a unified managed account, and an adviser-directed account consisting of mutual funds, SMAs, ETFs, and individual stocks and bonds.

Aside from product diversification, the platform delivers investment management expertise, sales support, and reporting and technology capabilities, which could remove significant administrative and investment research burdens on advisers, the release said.

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“FundQuest’s solution provides the expanded product set and productivity tools to meet the growing needs of our firm. This comprehensive platform provides the flexibility to create highly customized investment programs to meet each or our client’s specific investment objectives,’ said Greg Kaltenbach of Signature Resources Capital Management, in the release.

More information can be found at http://www.signatureresources.net.

Products February 20, 2008

TD AMERITRADE Launches Retirement Planning Tool

TD AMERITRADE Holding Corporation has launched WealthRuler, a retirement planning tool that the company says can help investors predict their chance of accumulating a large enough nest egg.
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A news release said investors input information, including current retirement savings and financial goals, and the program uses broad asset allocation assumptions to run a minimum of 500 simulations of assumed market returns over a defined time frame.

Based on the results, the user either creates a formal retirement plan or adjusts his or her existing savings amount, retirement age, income, and expenses in WealthRuler to see how each of these variables might affect their financial outlook over time.

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More information is available here.

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