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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
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
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
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
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
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 11, 2008 at 01:22 PM
The broker-dealer arm of Jackson National Life Insurance Company has added direct business processing for mutual funds to its Electronic Order Entry representative workstation system.
National Planning Holdings Inc., Santa Monica, Fla., a unit of Jackson National, Lansing, Mich., says electronic signature and other technology can eliminate the need for affiliated reps using the Web-based EOE system to fill out paper forms when conducting mutual fund transactions.
Reps also can use the updated EOE system to view and update client account information on the Web, National Planning says.
Other changes to the EOE system include the addition of a Client View screen, which displays client information along with all of the accounts with which the client is associated, and a Trade Log screen that displays account activity for up to 24 months of a rep’s EOE orders.
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