Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Life Health > Running Your Business

For The Petite Account

X
Your article was successfully shared with the contacts you provided.

Advisors can use a new program from a MetLife Inc. unit to keep the business of low-asset mutual fund investors.

The MetLife Broker-Dealer Group at MetLife, New York, says the MetLife Fund Management Services program will be available to advisors in all of its retail investment advisor networks.

The program includes an automated system that clients can use to open accounts, monitor their accounts and maintain their accounts.

Advisors equipped with the system can deliver personalized investment advice to investors with as little as $10,000 in account assets, MetLife estimates.


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.