It's a given these days that if one sells wares through financial intermediary channels, so called "value added" services are a must-have to help brokers and reps consult, pitch, sell and manage their businesses. Moreover, investment management firms are getting "pushy," realizing that it's often more effective to selectively push information out to advisers, rather than expect them to trip over cool presentations or news and tips at proprietary Web sites.

John Hancock Funds of Boston isn't new to the business of providing value-added services, but it is decidedly committed to providing new "push" services. "We've aggressively embraced technology in our sales and marketing effort," said Keith Hartstein, executive vice president of sales and marketing at John Hancock.

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