Dow Jones Newswires starts interactive service targeted to financial advisers.Last week Dow Jones Dow Jones the best known of several U.S. indexes of movements in price on Wall Street. [Am. Hist.: Payton, 202] See : Finance & Company launched Dow Jones Wealth Manager, an innovative solution developed in a strategic alliance with Client Dynamics. In conjunction with the product launch, Dow Jones is releasing a white paper, "Capturing the High-Net-Worth Investor: The Client-Centric Solution for Winning Market Share Today." Dow Jones Wealth Manager enables financial advisers to build deeper relationships with clients and prospects through meaningful communication and assists firms in increasing total assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. . Here's how it works. Advisers profile their clients and prospects, and then the brower-based application continuously maps Dow Jones' market-leading news and information--which include Dow Jones Newswires Dow Jones Newswires is the real-time financial news organization owned by Dow Jones. Founded in 1882, its primary competitors are Bloomberg L.P. and Reuters. The company reports more than 420,000 subscribers -- including brokers, traders, analysts and fund managers -- as of July , The Wall Street Journal, Barron's and Smart Money--to these personalized profiles. Firms will also be able to integrate their proprietary research into Dow Jones Wealth Manager and link it to key client profiles and holdings. The adviser then makes decisions about how and when to reach out to clients by telephone or e-mail. "Our solution will help advisers and wealth managers strengthen relationships with their clients by encouraging more relevant client contact more often," said Paul Ingrassia Paul Ingrassia is president of Dow Jones Newswires, a unit of Dow Jones & Company. Ingrassia was awarded the 1993 Pulitzer Prize for Beat Reporting along with Joseph B. , president of Dow Jones Newswires. Scott Lucas Scott Lucas may refer to:
"With minimal input, Dow Jones Wealth Manager creates highly targeted client-contact opportunities each day from client knowledge the financial adviser already possesses," Lucas said. www.djnewswires.com www.clientdynamics.com |
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