Deals & People November 19, 2009

Great-West Appoints Sales Director for Ark., Okla.

Great-West Retirement Services has promoted Jonah Caldwell to regional sales director for Arkansas and Oklahoma, the firm said.

Reported by

Ellie Behling

In the newly created position, Caldwell is responsible for developing 401(k) plan business through brokers, financial advisers, consultants, wirehouses and third-party administrators. Previously, he was an internal wholesaler for the organization.

Caldwell joined Great-West Retirement Services in 2006. Prior to that, he worked as a financial adviser for two years for AXA Advisors, according to Great-West.

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Products November 19, 2009

Lord Abbett Launches Web Site for Financial Advisers

Lord, Abbett & Co. LLC said its new Web site for advisers offers interactive content about investment solutions, market insights, and practice management.

Reported by

Ellie Behling

Like other investment management firms, Lord Abbett also announced its foray into social media with a new Twitter account (www.twitter.com/lordabbett), where Lord Abbett experts will tweet (see “Financial Firms Ramp up Web Message to Advisers”).

The firm said its new site, www.lordabbett.com/advisor/, offers the following key features:

quick access to all critical product-related data;
Morningstar hypothetical and portfolio analyzer tools;
audio and video content featuring market commentary about the economy, markets, investments, and retirement;
an RSS feed, including a podcast of market commentary from Senior Economist and Market Strategist Milton Ezrati;
easier event replays and sign-up features for Lord Abbett Exchange, the firm’s program of adviser-training Webinars and conference calls;
Lord Abbett Advisor Intelligence: A data-mining and prospecting tool to help advisors enhance their business;
business-building ideas, featuring Lord Abbett’s proprietary practice management content and aggregation from leading publications and experts from across the industry.