MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Wednesday, March 27, 2002 New 529 Tool for Advisors DST Systems is rolling out its upgraded Vision for financial advisors interested in 529 plans, a spokesperson with the firm told the MutualFundWire.com. The system is currently available. "We highlight the basic information on all of the state plans," the spokesperson reported. "For approximately 50% of the state 529 plans, we have a much more detailed, interactive system." These will be available through the 529 Plan Resource Center. With those states, the financial advisor will have the ability to retrieve a client's 529 account in real time. The portal also provides consolidated access. DST has relationships with such firms as Alliance Capital, American Funds, AIM, and MFS Investment Management. Printed from: MFWire.com/story.asp?s=2176 Copyright 2002, InvestmentWires, Inc. All Rights Reserved |