February 11, 2008 at 01:21 PM
A securities broker affiliated with a life insurance agency will be offering affiliated financial advisors a new investment management support program.
H. Beck Inc., Rockville, Md., part of Capital Financial Group L.L.C., Brentwood, Tenn., says it will be supplying account management services from FundQuest Inc., Boston.
FundQuest technology can help H. Beck advisors develop investment strategies and asset-allocation proposals based on individual clients’ financial goals and risk tolerance levels, according to H. Beck.
Capital Financial, H. Beck’s parent, has been a life insurance agency representing Massachusetts Mutual Life Insurance Company, Springfield, Mass., since 1895, the firm reports.
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