Products December 5, 2011

New Wealth Management Platform Features Callan Research

Dynasty Financial Partners and Envestnet have collaborated on a new wealth-management platform, supported with research from Callan Associates.
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Geared toward investment advisers with sophisticated clients, the platform integrates proprietary research from Callan Associates with Envestnet’s tools and technology. The platform is expected to become available exclusively to adviser teams in Dynasty’s network in early 2012.

The platform also includes an economic-scenario asset allocation model that is designed to meet the needs of investors with substantial assets, according to the companies. Dynasty advisers can use the platform to generate detailed, institutional-grade proposals tailored to each client’s situation and objectives.

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“A key point of differentiation of the Dynasty/Envestnet platform is our ability to integrate independent manager research and top-notch investment thinking from Callan Associates,” says Ed Swenson, COO of Dynasty Financial Partners. “Callan’s proprietary research will underlie the manager selection and asset allocation modules, and will ultimately allow investment professionals to give better, more informed and more objective advice to their clients.” 

 

Deals & People December 5, 2011

MFS Hires Director of Consultant Relations

MFS Investment Management hired Kristen E. Colvin as director of consultant relations. 
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In this newly created position, Colvin covers East Coast-based consulting firms and is focused on developing MFS’ defined contribution business. She is based in Boston and reports to Ravi Venkataraman, global head of Consultant Relations for MFS.

Colvin joins MFS after six years at New England Pension Consultants (NEPC), where she was most recently an investment consultant, responsible for a range of client accounts. She served on NEPC’s defined contribution consulting team and led the firm’s research effort on target date products.

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Colvin earned a BA in Economics from the College of the Holy Cross. She holds the Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association and is a member of the Defined Contribution Institutional Investment Association (DCIIA) as well. 

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