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By Joyce Hanson, AdvisorOne |
December 13, 2012
Genworth Financial Wealth Management has hired Resource America veteran Daniel Courtney to serve in the newly created role of president for Genworth Financial Asset Management.
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By Joyce Hanson, AdvisorOne |
August 23, 2012
Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.
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By Joyce Hanson, AdvisorOne |
February 8, 2012
New features on the platform are designed to make working with clients more efficient, with content and tools that are easier to use, said GFWM President and CEO Gurinder Ahluwalia.