NFP Advisor Services Group Announces New Tools to Support Advisors

Loading...
Loading...

NFP Advisor Services Group Announces New Tools to Support Advisors

Offers Forefield Education and Client Communications Solutions to Advisors

Partners with FSI to Advance Advocacy Mission

PR Newswire

NEW YORK, Jan. 31, 2012 /PRNewswire/ -- NFP Advisor Services Group, which serves independent financial advisors by offering broker-dealer and asset management products and services, and is a business segment of National Financial Partners Corp. NFP, a leading provider of benefits, insurance and wealth management services, held its annual Ascend financial advisor conference today in Orlando, FL.  At the conference, NFP Advisor Services Group announced an agreement with Forefield, a division of Broadridge Financial Solutions, Inc. BR and its commitment to the Financial Services Institute (FSI).

(Photo: http://photos.prnewswire.com/prnh/20100920/NY67494LOGO)

The agreement with Forefield will provide advisors with a complimentary suite of web-based education and client communication solutions including:

Forefield Advisor™ is a sales, education, and client communication tool that assists financial advisors in delivering current, concise and compliant resources to their clients. Forefield Advisor provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators, and over 400 presentations. Resources are continuously updated to reflect current industry trends and are written to assist clients in complying with FINRA requirements and current legislation.

Forefield Newsletters is a full-featured, monthly financial planning newsletter service offered to both independent financial advisors and financial institutions. The Forefield Newsletter service allows financial advisors and institutions to create customized, FINRA-reviewed and fully branded newsletters for clients.

Forefield CE is an online continuing education service where advisors can earn the credits necessary to satisfy their CE requirements for many popular accreditations.

Commenting on the Forefield announcement, James Poer, President, NFP Advisor Services Group said, "We are pleased to partner with Broadridge, continuing our efforts to provide our advisors rich content that they can personalize and use to build a customized marketing library to help grow their business."

In addition, NFP Advisor Services Group is providing its more than 1,400 advisors with a complimentary membership to the Financial Services Institute (FSI). FSI advocates on behalf of independent financial advisors and financial services firms. Advisors will benefit from access to analyses of regulatory and legislative proposals; direct links to communicate with legislators and regulators; and monthly advocacy updates.

On the FSI membership, James Poer said, "Providing a one-year complimentary membership to FSI for our financial advisors demonstrates our commitment to support their long term success. Not only does FSI provide a voice for the independent broker/dealer community, they also strongly advocate on behalf of independent financial advisors in Washington. We believe that protecting advisors' ability to serve their clients in the capacity of an independent advisor is one of the most important things we can do, and our relationship with FSI clearly helps accomplish that."  

About NFP Advisor Services Group

NFP Advisor Services Group, a business segment of NFP, serves independent financial advisors whose clients include high net worth individuals and companies by offering broker-dealer and asset management products and services through NFP subsidiaries NFP Securities, Inc., member FINRA/SIPC and NFP IndeSuite, Inc. NFP Advisor Services Group attracts financial advisors seeking to provide clients with sophisticated resources and an open choice of products. 

About NFP

National Financial Partners Corp. NFP, and its benefits, insurance and wealth management businesses provide diversified advisory and brokerage services to companies and high net worth individuals, partnering with them to preserve their assets and prosper over the long term.  NFP advisors provide innovative and comprehensive solutions, backed by NFP's national scale and resources. NFP operates in three business segments.  The Corporate Client Group provides corporate and executive benefits, retirement plans and property and casualty insurance.  The Individual Client Group includes retail and wholesale life insurance brokerage and wealth management advisory services.  The Advisor Services Group serves independent financial advisors by offering broker-dealer and asset management products and services.  Most recently NFP was ranked as the eighth Top Global Insurance Broker by Best's Review; operated the fourth largest Executive Benefits Provider of nonqualified deferred compensation plans administered for recordkeeping clients as ranked by PlanSponsor; operated a top ten Independent Broker Dealer as ranked by Financial Planning and Financial Advisor; had three advisors ranked in Barron's Top 100 Independent Financial Advisors and is a leading independent life insurance distributor according to many top-tier carriers.  For more information, visit www.nfp.com.

About Broadridge

Broadridge BR is a technology services company focused on global capital markets. Broadridge is a market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors, and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for more than 90 percent of public companies and mutual funds in North America; processes more than $3 trillion in fixed income and equity trades per day; and saves companies billions annually through its technology solutions. For more information about Broadridge, please visit www.broadridge.com.

About the Financial Services Institute (FSI)

FSI is an advocacy organization for independent financial services firms and independent financial advisors. Established in January 2004, we have 124 financial services firm members and over 30,000 financial advisor members. Our member firms have upwards of 180,000 financial advisors affiliated with them. Our mission is to create a more responsible regulatory environment for independent broker-dealers and their affiliated independent financial advisors through effective advocacy, education and public awareness. And our strategy includes involvement in FINRA governance, constructive engagement in the regulatory process and effective influence on the legislative process. For more information, please visit www.financialservices.org.

SOURCE NFP Advisor Services Group

Loading...
Loading...
Market News and Data brought to you by Benzinga APIs
Posted In: Press Releases
Benzinga simplifies the market for smarter investing

Trade confidently with insights and alerts from analyst ratings, free reports and breaking news that affects the stocks you care about.

Join Now: Free!

Loading...