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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
February 17, 2009 at 07:00 PM
A financial services company has unveiled a major service expansion.
Genworth Financial Investment Services, Schaumburg, Ill., a unit of Genworth Financial Inc., Richmond, Va., has launched the Managed Wealth ADVANTAGE fee-based money management program.
The program provides access to about 150 mutual funds from about 60 fund families, along with access to 7 asset-allocation models.
Genworth Financial Information also is providing portfolio monitoring services, due diligence services, automatic rebalancing services, and quarterly performance reports.
A unit of Charles Schwab & Company Inc., San Francisco, will be the custodian for the program, and a unit of PNC Financial Services Group Inc., Pittsburgh, will provide the technology and subadvisory services for the program, Genworth says.
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