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Objective, timely, accessible and free!
All the latest research and product information is easily accessible on the Multi-Financial Web site. In a dedicated section called Research InSite, you will find: Market Commentaries, Family Fund Reviews, Industry Reviews, article archives and more. Client communication tools are also included online to help you in build the best portfolios for your clients. This is an exclusive opportunity for our financial professionals to obtain unbiased research.
Mutual Fund and Variable Annuity Research
- Family Focus Reports
- Fund Watch Reports
- VA Study
Client Communications - Pre-approved for Public Use
- Monthly Market Monitor
- Market Commentaries
- Quarterly Recap
Broker-Dealer - Unique Access
- Monthly Conference calls with Portfolio Managers at Strategic Partner Firms
- Kudlow Commentaries
- Mellon Investment Commentaries
- ING Investment Weekly
Value-Added Research
- Equity Triad Research
- Research Select List
- Fund Family Review
- Industry Reviews
First Class Due Diligence Department
- Advisory products (asset allocation, individual managers, third-party platforms)
- Alternative investments (fund of hedge funds, exchange funds, managed futures)
- Direct Participation Programs (1031 programs, real estate, oil & gas, equipment leasing, tax credit, etc.)
- Mutual Funds (brokerage, application way, advisory - PAM/Prime)
- Retirement Products
- Section 529 College Savings Plans
- Specialty Products (costless/debt/equity collars, variable forwards)
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