Regional Training Sessions are planned for all over the US thoughout the rest of 2008. More information and registration.
The StyleADVISOR 7.21/AllocationADVISOR 6.2f upgrade is now available for download.
Morningstar Money Market Funds: Now available for use in StyleADVISOR and AllocationADVISOR. This includes over 1,500 US domiciled money market funds. Call Zephyr for details and subscription information.
Lipper Variable Annuities & Underlying Funds: Now available for use in StyleADVISOR and AllocationADVISOR. This includes over 20,000 variable annuities and over 3,000 underlying funds with monthly performance and many qualitative fields. Call Zephyr for details and subscription information.