While the wealth management market continues to grow, mutual funds are ramping up their efforts to sell to the financial advisors who serve the rich. John Hancock Funds, a Boston-based mutual fund unit of John Hancock Financial Services, yesterday launched a redesigned Adviser Center portion of its website. According to the company, the site provides services and tools to help advisers build their business.
"We recognize that financial professionals are busy and that their time is valuable," said Carey Foran Hoch, vice president of marketing, John Hancock Funds. "When they come to our site, our goal is to make it fast and simple for them to get what they need to build their business. Registering on the site takes two minutes, and allows advisers to instantly gain access to all our popular, customizable tools including Proposal Builder, and interactive, value-added programs such as 12 Great New Client Connections."
Advisers can access support in the IRA and tax centers on the site. The 'Find a Fund' section lets advisers find John Hancock mutual funds by typing in ticker symbols or fund names. The 'Hypotheticals' section identifies specific client concerns in today's economic environment and provides step-by-step instructions, along with Morningstar illustrations, to help address them. 'Key Adviser Resources' provides access to performance information, sales tools, client brochures, and more, via links that may be personalized by advisers.