AdvisorCentral Enhances Business-Building Services for Financial Advisors Through Agreement With WiserAdvisor.com.Business Editors/High-Tech Writers BOSTON--(BUSINESS WIRE)--Jan. 12, 2004 AdvisorCentral Users Will Have Access to Highly Qualified Referrals Through Breakthrough Client Acquisition System Provided by WiserAdvisor.com AdvisorCentral, a core business-building portal for financial advisors and broker-dealers, today announced an alliance with WiserAdvisor.com to help build advisors' practices through increased sales referrals. Financial advisors registered with AdvisorCentral will have access to WiserAdvisor.com's breakthrough system for matching financial advisors with highly qualified investors. "AdvisorCentral's agreement with WiserAdvisor.com furthers our objective of providing one-stop one-stop adj. Relating to or providing a comprehensive selection of goods or services at a single location: one-stop shopping; a one-stop health-care center. access to resources that expand financial advisors' business opportunities," said Harry Groom, president and CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of AdvisorCentral. "Leveraging the Internet Internet Publicly accessible computer network connecting many smaller networks from around the world. It grew out of a U.S. Defense Department program called ARPANET (Advanced Research Projects Agency Network), established in 1969 with connections between computers at the as a powerful medium, advisors using the WiserAdvisor.com system will be able to tap into a higher quality investor pool while extending their sales reach. The company's relationships with 500,000 potential investors, and its proven formula for pairing the right advisors with the right clients, spell significant potential for AdvisorCentral users." "WiserAdvisor.com welcomes the opportunity to join forces with AdvisorCentral to help build the practices of its 65,000 advisors," said Thomas (language) Thomas - A language compatible with the language Dylan(TM). Thomas is NOT Dylan(TM). The first public release of a translator to Scheme by Matt Birkholz, Jim Miller, and Ron Weiss, written at Digital Equipment Corporation's Cambridge Research Laboratory runs Murcko, CEO of WebFinance Inc., which operates WiserAdvisor.com. "By combining AdvisorCentral's aggregated account information and access to industry research and data with WiserAdvisor's effective advisor-client matching system, our complementary expertise will bring advisors and their clients the most reliable and comprehensive Web resource." The WiserAdvisor.com service will be available through AdvisorCentral in February February: see month. . Launched in November 2001, AdvisorCentral aggregates account information from 45 fund companies and receives 2.5 million queries per month from registered users. These include independent financial advisors as well as advisors affiliated with major broker-dealers, who have mass enrolled their professionals on the site. As a business-building portal, AdvisorCentral also provides access to industry research, commentary and workplace tools. WiserAdvisor.com provides an innovative way for investors and financial advisors to find each other. By enabling investors to describe and then be matched with their ideal advisors, WiserAdvisor.com overcomes the shortcomings A shortcoming is a character flaw. Shortcomings may also be:
About AdvisorCentral AdvisorCentral (advisorcentral.com) serves as a core business-building portal for financial advisors and broker-dealers--providing indispensable information and access to commentary, research, and workplace resources. Leveraging industry-standard technologies for ease of use, AdvisorCentral provides advisors with consolidated views of their clients' mutual fund and 529 plan holdings across all participating companies and receives nearly 2.5 million monthly queries. While features may vary by company, AdvisorCentral offers a range of additional capabilities such as the ability to make purchases, exchanges and redemptions; view detailed historical transactions; calculate contingent deferred sales charges Contingent deferred sales charge (CDSC) The formal name for the load of a back-end load fund. contingent deferred sales charge A mutual fund redemption fee that is reduced or eliminated for specified holding periods. ; and directly link to participating companies' Web sites. AdvisorCentral is jointly owned by Fidelity Investments Fidelity Investments is a group of privately held companies in the financial services industry. It is made up by two independent but closely cooperating companies, Fidelity Management and Research Corporation (FMR Co. (R), Franklin(R) Templeton(R) Investors Services, Inc., Putnam Investments Putnam Investments was founded in 1937 by George Putnam. At the same time, he founded its first mutual fund offering, The George Putnam Fund of Boston.[1] Putnam has offices in London and Tokyo, and its headquarters is located in Boston, Massachusetts. and PFPC PFPC Professional Financial Planning Course (Canadian Securities Institute) Inc., a member of the PNC Financial Services PNC Financial Services (NYSE: PNC) is a U.S.-based financial services corporation, with assets of $92.0 billion. PNC operations include a regional banking franchise operating primarily in eight states and the District of Columbia, specialized financial businesses serving Group, Inc. About WiserAdvisor.com WiserAdvisor.com is an independent and objective matching service which helps individuals find the best financial advisors for their unique needs and provides advisors with their ideal clients. Through sophisticated algorithms The following is a list of the algorithms described in Wikipedia. See also the list of data structures, list of algorithm general topics and list of terms relating to algorithms and data structures. , WiserAdvisor.com saves advisors the time and expense of ineffective marketing programs and techniques, qualifies referrals by defining advisors' best matches, and guarantees quality. WiserAdvisor.com helps its members from all 50 states expand their practice and run their day-to-day business as usual while having access to a nationwide pool of potential clients. For more information, visit WiserAdvisor.com at www.wiseradvisor.com. Editors and reporters seeking interviews with AdvisorCentral should contact Dawn Ringel, Warner Communications, at 781-449-8456 or dawn@warnerpr.com. For interviews with WiserAdvisor.com, please contact Anne Hagen at 703-813-8141 or anne.hagen@wiseradvisor.com. |
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