2013 SMA Managers of the Year: GW&K’s Dan Miller, U.S. Equity SMID-Cap—Video
By John SullivanIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with Dan Miller of Bostons GW&K Investment Management about their award in the U.S. Equity SMID-Cap category.
November 07, 2012
Video Part II: The Importance of Annuities in Creating an Adaptable Retirement StrategyEric Taylor, National Sales Manager with Genworth Financial and a financial sales & marketing expert, with diverse experience in financial services within marketing, brand, operations and sales, discusses how those nearing or in retirement can maintain steady income to protect assets and lifestyles even when volatile markets and lifes events...
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.