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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
February 02, 2004 at 07:00 PM
NU Online News Service, Feb. 2, 2004, 11:04 a.m. EST – Pacific Life Insurance Company, Newport Beach, Calif., has started a new “fund of funds” program.[@@]
Clients can use the new Portfolio Optimization Funds program to choose between 5 portfolios designed for investors with different needs and different levels of risk tolerance.
Pacific Life will use investment guidelines from Ibbotson Associates, Chicago, to put a new client’s funds in 15 different mutual funds. Registered representatives who sell the program can open accounts and get statements online, Pacific Life says.
Pacific Life is using the program to replace its existing portfolio optimization program for Pacific Funds and Pacific Funds 529 plan customers.
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