2013 SMA Managers of the Year: Earnest Partners’ Paul Viera, U.S. Equity Mid-Cap—Video
By John SullivanIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with Paul Viera of Earnest Partners about their award in the U.S. Equity Mid-Cap Core category.
May 02, 2013
2013 SMA Managers of the Year: GW&K’s Mary Kane, Fixed Income—VideoIn 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 III: The Importance of Annuities in Creating an Adaptable Retirement StrategyIn this video, Eric Taylor, National Sales Manager with Genworth Financial and Bart Bradshaw, Advanced Marketing Attorney with Genworth Financial discuss how an age-based in-service withdrawal from qualified plans may protect assets from market fluctuation and preserve post-retirement opportunities for income.
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.