PRESS RELEASE: National Planning Holdings, Inc.(R) Launches WealthOneSM Advisory Platform

12th Jul 2010 15:06

Platform Gives Advisors Access to Investment Solutions from Eight Top Money Managers, Including Vanguard, JP Morgan and UBS SANTA MONICA, Calif.--(BUSINESS WIRE)--July 12, 2010-- National Planning Holdings, Inc. (NPH(R)), one of the nation's largest independent broker-dealer networks1, today announced the launch of WealthOne, a Web-based advisory platform that offers a broad array of investment strategies and products from world-class money managers. Available to all NPH-affiliated advisors, WealthOne features three distinct solutions for managing client assets, all on one consolidated platform. "With WealthOne, NPH is capturing the industry trend toward fee-based business and establishing the network as a premier partner for advisors who are adopting an advisory model," said Jim Livingston, president and CEO of National Planning Holdings. "We expect the platform to be an important recruiting tool for NPH, given the quality of the strategists available and the consolidated nature of the platform. WealthOne is a prime example of NPH's continued commitment to helping advisors service clients effectively while maximizing the efficiency of their practices." The first component of NPH's new WealthOne suite, Strategist Solutions, gives financial professionals unprecedented access to strategic and tactical investment approaches from some of the most well-respected asset managers in the industry. NPH has contracted with Vanguard, JP Morgan, UBS, Standard & Poor's, Russell Investments, Lazard, Avatar Associates and Loring Ward. "We are very pleased to participate in NPH's WealthOne Advisory platform " said David Pologe, executive director and national sales manager, Financial Institutions Group, UBS Global Asset Management. "We believe one of the program's major benefits is that it provides financial advisors with an efficient way to access our asset allocation advice. Also, it gives advisors the ability to mix and match our expertise with that of other asset managers. This benefits us, as well as advisors and their clients. And, quite frankly, the technology is very impressive." WealthOne also features NPH's new Advisory Portal, which delivers exceptional convenience and flexibility by enabling advisors to access the platform directly from their broker-dealer's website. Through the Advisory Portal, advisors can view client information, create and update proposals, build and manage models, research strategists, and access reference materials and industry commentaries. Advisors also have the ability to customize the online client access site and client reports with their own branding. Furthermore, the Advisory Portal gives representatives single-click access to WealthOne's other two components, Advisor Solutions and Custom Style Portfolio Solutions. With Advisor Solutions, advisors who act as asset managers can build and maintain model portfolios by creating their own custom asset allocations. The platform features streamlined rebalancing with the ability to set drift parameters, a robust proposal generation system and customized quarterly performance reporting. Clients receive one consolidated quarterly report and billing statement, and enjoy online access to their accounts. WealthOne's Custom Style Portfolio Solutions are actively managed separate accounts from Curian Capital, LLC that offer a high level of customization, including the ability to select among a wide range of investment approaches and asset classes. Clients may also implement socially responsible investing strategies by excluding up to 14 social sectors or an unlimited number of individual securities from their portfolios. Additionally, investors can minimize tax implications through a unique tax harvesting feature and eight different tax-lot strategies. "We have combined the best features of an open architecture technology platform with the strong track records of the industry's top money managers," said Rob Dearman, senior vice president of advisory services for NPH. "WealthOne is fully integrated with our existing back- and front-office systems, which creates a seamless operating environment that is highly flexible and entirely paper-free. The result is improved efficiency and time management for the advisor, and a better service experience for the end investor." To help advisors gain a better understanding of the features and resources available through the new WealthOne platform, NPH is conducting a series of road shows in 11 major U.S. cities. The events feature panel discussions with each of the ETF and mutual fund strategists on the Strategist Solutions platform, who share their investment process and philosophy with advisors. Financial advisors who are interested in learning more about the WealthOne platform should contact Rob Dearman at (517) 367-3401 or [email protected]. National Planning Holdings, Inc. and Curian Capital, LLC are affiliates of Lansing, Mich.-based Jackson National Life Insurance Company(R) (Jackson(R)). The NPH network consists of INVEST Financial Corporation(R), Investment Centers of America, Inc., National Planning Corporation(R), and SII Investments, Inc. For more information about the four independent broker-dealers in the NPH network, please visit: -- www.INVESTFinancial.com - INVEST Financial Corporation -- www.InvestmentCenters.com - Investment Centers of America, Inc. -- www.NatPlan.com - National Planning Corporation -- www.SIIOnline.com - SII Investments, Inc. About National Planning Holdings, Inc. National Planning Holdings, Inc. (NPH) is a broker-dealer holding company and an affiliate of Lansing, Mich.-based Jackson National Life Insurance Company. NPH serves as the holding company for the independent broker-dealers INVEST Financial Corporation, Investment Centers of America, National Planning Corporation, and SII Investments, Inc. Collectively, the NPH broker-dealer network currently has 3,470 registered representatives. NPH and Jackson are wholly owned by Prudential plc (NYSE: PUK), a company incorporated and with its principal place of business in the United Kingdom. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America. 1. Independent Broker-Dealer Network rankings by gross revenue, InvestmentNews, 4/26/10 CONTACT: National Planning Holdings, Inc. Andrew Silver 303.224.7542 800.565.8797 (ext. 57542) [email protected] SOURCE: National Planning Holdings, Inc. Copyright Business Wire 2010 Order free Annual Report for Prudential Corporation PLC Visit http://djnweurope.ar.wilink.com/?ticker=GB0007099541 or call +44 (0)208 391 6028 (END) Dow Jones Newswires July 12, 2010 10:06 ET (14:06 GMT)