2013 SMA Managers of the Year: GW&K’s Mary Kane, Fixed Income—Video
By John SullivanIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with Mary Fitzgerald Kane of Bostons GW&K Investment Management about their award in the Fixed Income category.
November 07, 2012
Video Part I: The Importance of Annuities in Creating an Adaptable Retirement StrategyPat Foley, President of Distribution and Marketing with Genworth US Life Companies and a leading authority on multiple insurance and annuity lines addresses the increasingly important role annuities play in creating retirement savings plans designed to maximize potential opportunities for accumulation while providing for guaranteed lifetime income in the face...
August 28, 2012
Investment Advisor’s 2012 Broker-Dealers of the Year—Eric Schwartz: VideoEditor-in-Chief John Sullivan talks to the chairman and CEO of Cambridge Investment Research and Division IV winner of the 2012 Broker-Dealers of the Year about customizing solutions for advisors and the importance of culture in a firms success.
August 27, 2012
Investment Advisor’s 2012 Broker-Dealers of the Year—Barry Knight: VideoEditor-in-Chief John Sullivan talks to the president and CEO of NEXT Financial Group and Division III winner of the 2012 Broker-Dealers of the Year about his firms culture and whether the succession planning message is sinking in.
August 24, 2012
Investment Advisor’s 2012 Broker-Dealers of the Year—David Pintaric: VideoEditor-in-Chief John Sullivan talks to the president of WRP Investments Inc. and Division II winner of the 2012 Broker-Dealers of the Year about running a family firm and transitioning firms from one generation to the next.
August 23, 2012
Investment Advisor’s 2012 Broker-Dealers of the Year—David Stringer: VideoEditor-in-Chief John Sullivan talks to the president of Prospera Financial Services and Division I winner of the 2012 Broker-Dealers of the Year about personalized service and working efficiently with fewer resources.
August 17, 2012
Pursuing Practice Excellence — The Big Picture: VideoOn June 13, four practice management experts tackled the Herculean task of defining practice management for advisors and addressed the findings of the first Pursuing Practice Excellence study.
May 16, 2012
Protesters Disrupt WellPoint Annual MeetingHecklers call for more disclosures of information about political contributions.