Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Portfolio > Mutual Funds

Wooing Advisors With More Funds and Tools

By Staff Writer

X
Your article was successfully shared with the contacts you provided.

Bear Stearns Broker-Dealer and Investment Advisor Services (BDIAS) is wooing investment advisors and broker/dealers by beefing up the mutual fund selection and fund research tools available through its mutual fund platform, according to a June 18 announcement from the firm.

Now BDIAS will have 10,000-plus mutual funds available to advisors who use its platform, and of those, 5,600 are load-waived or no-load funds, with 3.400 of those available through the firm’s no transaction fee program, FundCircuit. Adding to the fund research tools BDIAS already has, FundTools, “powered by Morningstar,” advisors will also be able to use FundPoint Desktop research from NewRiver, which offers Web-based tools to analyze share classes, and breakpoint and prospectus information.

BDIAS Co-head Joe Triarsi stated in the announcement that “these enhancements elevate the Bear Stearns platform to a position among the leading fund supermarkets in the industry.”

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.