Products October 28, 2010

AdvisorVision Keeps Plans in Focus

A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.
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This upgrade to AdvisorVision 7.5 will enable advisers to access their client data through a dashboard on the Web or via a mobile device such as an iPad or a smartphone, according to a press release from Fiserv Inc., a financial services technology solutions provider. Fiserv acquired AdvisorVision from AdviceAmerica in June of this year.  

According to the release, AdvisorVision uses a rule-based advice engine that can monitor a financial plan’s progress against set goals and adjust portfolios as needed. Another added feature is that users can set up email alerts based on more than a dozen criteria including date, age, portfolio, or net worth changes.   

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The “dashboard” feature can be used by advisers to see all of their client’s information on one page, or by the client to see their account information as well.    

Products October 28, 2010

Van Eck Launches Rare Earth/Strategic Metals ETF

Van Eck Global launched an exchange-traded fund (ETF) which seeks to give investors exposure to the equities of companies primarily engaged in the producing, refining, and recycling of rare earth/precious metals.
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The Market Vectors Rare Earth/Strategic Metals ETF (REMX) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors Rare Earth/Strategic Metals Index (MVREMXTR). To be included in the Index, a company must have the capacity to generate more than 50% of its revenue from rare earth/strategic metals-focused efforts.  

As of October 13, 2010, the Index included 24 constituents from eight countries.  

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REMX carries a gross expense ratio of 0.63% and a net expense ratio of 0.57%. 

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