Advisor Partners

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  New Hire Roundup: Marcus Goes to Genworth

  By Marlene Y. Satter, AdvisorOne  |  May 8, 2013

  This week in new hires, Joel Marcus joined Genworth Wealth Management and Direxion brought in Patrick Rudnick as CFO.

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  Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape

  By Jane Wollman Rusoff  |  February 22, 2013

  Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.

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  New Hires Roundup: BondDesk Adds Bang; JHS Capital Gains Maguire Investments; Kern Is President of Advisor Partners

  By Marlene Y. Satter, AdvisorOne  |  August 18, 2011

  This week in new hires, Curley goes to Genworth; Goldman, Gendreau join Cetera; Polk adds Crandall; Herrera goes to AUL.

• Instrumental

  By Melanie Waddell, AdvisorOne  |  July 1, 2002

  As the separate account industry continues to grow, an array of companies has cropped up offering optimization tools and software to help advisors manage clients'...