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Corporate News
Announcements
RBC Dain Correspondent Services Selects Forefield Advisor
Press Release, October 24, 2006
MARLBOROUGH, Massachusetts and MINNEAPOLIS, Minnesota, October 24, 2006 – Forefield Inc. announced that RBC Dain Correspondent Services, a division of RBC Dain Rauscher, has selected Forefield Advisor, a sales, education, and client communication tool, to be made available to its 170 correspondent firms and their financial consultants.
"Forefield Advisor's knowledge base, coupled with its ease of use, makes Forefield an ideal partner," said Steve Scherbarth, Director of Wealth Management at RBC Dain Correspondent Service. "Integrated with our Gateway InfoWorkssm platform, our financial consultants will now have a seamless ability to create customized presentations branded for their firm and personalized for their clients."
Forefield will provide RBC Dain Correspondent Services correspondents with access to more than 3,000 updated articles, interactive tools, industry related email alerts, sales presentations, and calculator presentations. Their correspondents will also receive online access to Forefield CE, which provides up to 38 continuing education credit hours for CFP®, ChFC®, CLF®, CLU®, RHU®, and REBC® certificates.
"This is a fantastic partnership. By working in an integrated fashion with RBC Dain Correspondent Services, we are able to partner with one of the most innovative thought leaders in the marketplace to provide broker-dealers and financial consultants with a broad range of educational and marketing resources," said Brent Delehey, CEO of Forefield.
About Forefield
Established in 1997, Forefield is the foremost provider of real-time sales, education, and client communication solutions for financial institutions and their advisors. Forefield's web-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant. For more information, visit www.forefield.com.
About RBC Dain Correspondent Services
Founded in 1979, RBC Dain Correspondent Services has a strong 20-plus-year history in the clearing business. We are a division of RBC Dain Rauscher, one of the largest brokerage and investment banking firms in the country. RBC Dain Rauscher has been serving individual clients since 1909, and is recognized today as a leader in the retail, fixed income, and equity capital market businesses. RBC Dain Rauscher's private client-oriented products, technologies, and services have helped boost the success of their own Financial Consultants.
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