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Upgrades-April 2007

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…First introduced in January, Fidelity Investments’ new referral service, Wealth Advisor Solutions, will match high-net-worth investors with select RIAs who are Fidelity custody clients. Matches are based on client needs uncovered in an interview with Fidelity representatives, and the specialties of participating RIAs. There is no added charge to participate.

ThomasLloyd Global Asset Management has launched a long-short mutual fund focusing on U.S. equities that will be managed by Charles White and Hugh Johnson, using Johnson’s asset allocation that looks for longer-term sustainable trends, and White’s more tactical, shorter-term approach. In an interview, White pointed out that the “long-short sector has had only one down year in the past 12–2002, when it was down only three basis points,” and that the ThomasLloyd Long-Short Fund would be useful in the portfolios of clients who want “diversification, liquidity, and transparency.

Morningstar recently ranked 529 plans based on such characteristics as the quality of underlying investments, the flexibility of the investment options, and clarity of the program disclosures, among other traits. Morningstar’s top five plans are The Maryland College Investment Plan run by T. Rowe Price, The Utah Educational Savings Plan from Vanguard, Nebraska’s College Savings Plan administered by Union Bank & Trust, Virginia’s CollegeAmerica from American Funds, and Colorado’s Scholars Choice Steady of Legg Mason.

Curian Capital announced the launch of a new Simplified Proposal Process (SPP), including a process that allows an SMA account opening in one meeting. Curian said the benefits of the SPP include customized proposals in ten minutes, an improved suitability process, and eight new social screens.


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