Deals & People January 8, 2008

Another Retirement Exec to Join CAPTRUST

CAPTRUST Financial Advisors has announced that Beryl Ball has joined the advisory and research firm.
Reported by

Ball will be part of the Richmond, Virginia office. She comes to CAPTRUST with over 25 years of experience in the retirement advisory industry and was most recently Senior Vice President of Retirement Services- Mid-Atlantic Region at SunTrust Banks, Inc.

CAPTRUST CEO, J. Fielding Miller said in a press release, “We are pleased to welcome Beryl Ball to join our CAPTRUST team of financial advisors. She brings a tremendous amount of knowledge, experience, and insight through her experiences with plan sponsors and will be invaluable as we seek to execute on our vision to become the nation’s most valued advisory firm for mid-market companies and their executives.’

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

CAPTRUST is headquartered in Raleigh, NC with district offices in Atlanta, GA, Charlotte, NC, Philadelphia, PA, and Richmond, VA and provides advisory services to clients representing over $20 billion in assets.

Products January 8, 2008

Pershing Introduces ETF Information Site

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has launched the Exchange-Traded Funds (ETF) Center to provide its introducing broker/dealer and independent registered investment advisers (RIA) with a centralized ETF information source.
Reported by

The site has detailed information on nearly 600 ETFs with profiles of each fund. The profiles include insight into performance, holdings, news, and expense information.

The site also features an advanced search functionality allowing users to identify ETFs that meet certain investment criteria, such as:

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

  • asset class,
  • market capitalization,
  • investment risk,
  • specific industry sectors, and
  • geographical diversification.

The center uses tools, data and reports from Morningstar, according to the announcement.

Pershing’s introducing broker/dealer customers can access the ETF Center through NetExchange Pro, Pershing’s online account management platform and, through Pershing’s affiliate, Pershing Advisor Solutions LLC, independent RIAs can access the center through NetExchange Advisor, Pershing’s online account management platform for RIAs.

More information is at http://www.pershing.com/home.html.

«