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Investment News, May, 2007
Lipper to launch online retirement tool Lipper Inc. today is announcing the launch of Lipper Retirement Insight, a web-based tool for financial advisers that includes programs for investment management. The New York-based fund research company said that the program features include client-specific investment policy statements, reports on current and prospective plan investments, fund fact sheets and monthly or quarterly performance reports.
The target audience for the tool is advisers who work with employers in 401(k) plans, but Richard Malconian, global head of retirement services for Lipper, said he wants to introduce this product to other advisers, as well. "If I'm an investment adviser, and I've got a portfolio of individuals, I need...
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