Curian Capital, LLC (www.Curian.com), a registered investment advisor that provides a fee-based separately managed account (SMA) platform to financial professionals, has launched an Advisor Transition Program (ATP) that is designed to support qualified financial professionals as they transition their clients from traditional investment assets to the Curian platform. The program is a turnkey solution that offers dedicated assistance to advisors on the practice management issues associated with shifting to a fee-based model.
“The Advisor Transition Program helps financial professionals take a stagnant portion of their book of business and transition these accounts to the Curian platform in order to leverage the evolution of customized investment options on behalf of their clients,” said Michael Bell, president and CEO of Curian Capital. “Ultimately, advisors can demonstrate their value to the client and build relationships that will sustain the growth of their practices. Furthermore, Curian’s collaboration with advisors throughout this process eliminates administrative burdens and provides guidance to help them identify strategic opportunities within their current practices for establishing a recurring revenue stream.”
Curian will work with qualifying financial advisors to help determine which clients meet the optimal profile for transitioning to a Curian Custom Style Portfolio. The firm’s regional business consultants also facilitate subsequent educational meetings with the advisor’s clients to explain the benefits of converting to a fee-based separately managed account. As a final deliverable, Curian will generate a Masters Consulting Plan that projects a comprehensive business valuation of the advisor’s practice over the next 15 years.
"The Curian Advisor Transition Program is a simple and systematic approach that financial professionals can implement to enhance long-term client relationships based upon customized investment solutions and the efficiencies of the Curian platform," said Greg Verfaillie, senior vice president and national sales manager for Curian Capital. "The measurable benefit of this program is the improved profitability of our advisors' businesses through the use of separately managed account investment strategies that are customized to their clients' respective retirement needs and goals."
The Advisor Transition Program is the latest example of Curian’s commitment to providing comprehensive professional development and practice management support to its financial advisor partners. The company’s suite of services includes Peak Performance advisor education workshops, tax harvesting capabilities, a customized Masters Consulting practice analysis and Curian Concierge services for qualified advisors.
For more information about the Curian platform and the company’s professional development and practice management capabilities, registered investment advisors, broker-dealers and financial institutions can visit www.Curian.com or contact the Curian Sales Desk at (877) 847-4192.
About Curian Capital
Curian Capital, LLC (www.Curian.com) is a registered investment advisor providing innovative fee-based separately managed accounts to financial professionals through a state-of-the-art technology platform. The company has $3.5 billion in assets under management as of 12/31/07, and ranks among the top 10 third party managed account vendors in the industry by AUM (source: Cerulli Associates).
Curian Capital is an indirect subsidiary of Prudential plc (NYSE: PUK), a company incorporated and with its principal place of business in the United Kingdom. Prudential plc and its affiliated companies constitute one of the world's leading financial service groups. It provides insurance and financial services directly and through its subsidiaries and affiliates throughout the world. It has been in existence for 160 years and had more than $530 billion in assets under management as of December 31, 2007. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.
Contacts:
Andrew Silver, 303-224-7542
andrew.silver@curian.com
