Products June 13, 2008

Web Application Serves as Link Between Advisers, Clients

Advisor Products Inc. (API), launched a Web site to manage communications between financial advisers and their clients.
Reported by

API’s Personal Client Portal platform gives each client a place on the Web to manage their financial affairs, according to a release.

API said the platform is integrated with some applications used by independent advisers, allowing for data such as performance reports and financial plans to automatically and securely display. Integration partners include Albridge Solutions, AssetBook, Black Diamond Performance Reporting, FinancialLogix, MoneyGuide Pro, Money Tree Silver Online, Orion Advisor Services, and RedTail Technology.

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The Web site includes a “to do’ list function enabling advisers to send and receive action items to clients and allied professionals, such as estate planners, and track progress on these action items. The platform also provides a blog and comment function, RSS feeds, and personal finance articles screened to fit each user, the release says.

More information is available at www.advisorsites.com.

Deals & People June 13, 2008

Mahoney&Associates Appoints Hooban as Qualified Plans Specialist

Mahoney&Associates, a privately held compensation and benefits management firm, hired David Hooban as qualified plans specialist.
Reported by

Hooban joins the firm as an integral member of the qualified plan consulting team, providing clients with advisory services pertaining to retirement program design and planning, according to a news release.

Before joining Mahoney & Associates, the release says Hooban was a senior relationship manager with Mutual of Omaha, and has more than 20 years experience in the industry.

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In his new role, Hooban will provide strategic consulting services and is the primary point of contact for all qualified plan activity. Focusing on asset growth, plan profitability and employee participation rates, he will work closely with clients’ internal corporate management to develop and optimize plan investment selections and service efficiency, according to the release.

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