2013 SMA Managers of the Year: Envestnet Tamarac’s Stuart DePina on CRM Updates—Video
By John SullivanIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with Envestnet | Tamarac Group President Stuart DePina about changes to their CRM platform.
May 02, 2013
2013 SMA Managers of the Year: Earnest Partners’ Paul Viera, U.S. Equity Mid-Cap—VideoIn 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: Robeco Boston Partners’ David Pyle, U.S. Equity Large-Cap—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with David Pyle of Robeco Boston Partners about their award in the U.S. Equity Large-Cap Value category.
May 02, 2013
2013 SMA Managers of the Year: GW&K’s Dan Miller, U.S. Equity SMID-Cap—VideoIn 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.
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...