Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Lockwood Execs to Hit the Road Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, May 07, 2003

Lockwood Execs to Hit the Road

by: Sean Hanna, Editor in Chief

Lockwood executives are going on an eighteen-city tour to get the word out about their platform to independent advisors. The road show -- which includes stops in New York, Los Angeles and Chicago -- will cover the mutual fund supermarket and mutual fund wrap offered by the Bank of New York unit, as well as its other capabilities.

The firm hopes that the meeting will recruit advisors to the platform and educate its current clients about the expanded services.

"We know that their [advisors] clients are demanding 'one-stop shopping' for their financial needs, and we've greatly expanded the Lockwood platform to meet that demand." explained Christopher W. Tomecek, president of Lockwood Advisors. "We also understand that many advisors are seeking a provider that won't become a competitor, and Lockwood is committed to using advisors as the company's sole distribution network."

Lockwood has beefed up its platform to make it easier for advisors to design and generate recommendations, open accounts and purchase financial products, and track portfolio status and performance, added Tomecek.

The changes are part of an effort by Lockwood to increase advisor efficiency and reduce data entry. It is also offering the platform through the Web to be available around the clock. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2020: Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2020
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use