Deals & People December 13, 2007

DailyAccess Unleashes Institutional Sales Team

Mobile, Alabama-based recordkeeper DailyAccess Corporation has announced the creation of an Institutional Sales team.
Reported by

The team will focus on sales and distribution of its services platform to broker/dealers, Registered Investment Advisors (RIAs), banks and mutual fund complexes.

“The Institutional Sales team will be dedicated to presenting our capabilities at the home office level, while our National Sales team will remain focused on selling our services through individual financial advisors,’ said Tommy Thomasson, President and CEO of DailyAccess. “The addition of a professional group focused on top-down relationships will allow us to continue to grow our business at the institutional level while maintaining the personalized service that is our hallmark.’
The DailyAccess Institutional Sales team, headed by Brian Sullivan, will be based in Boston and will report to Gregg Wood, COO at DailyAccess.
Products December 13, 2007

Integrity Mutual Funds Opens College Planning Portal

Minot, North Dakota-based Integrity Mutual Funds, Inc. has launched the second phase of its new website campaign.
Reported by
The College Planning Portal includes:
  • a comprehensive guide to financial aid options,
  • a College Savings Plan Comparison Chart,
  • a free application for Federal Student Aid,
  • a Student Budget Calculator and
  • a savings plan calculator.
“The rising cost of college is a large concern for many of our shareholders – the College Planning Portal is designed to help people consider their options for saving,’ said Mark Anderson, President and CEO of Integrity in a press release. “We developed the portal to help people find the plan that best meets their long-term needs and financial goals. At Integrity, we want to help make college education an achievable goal.’
You can find more information at http://www.integrityfunds.com

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