Paul Lofties

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  New Hire Roundup: James Hanna Joins Genworth; Morningstar CFO Departs

  By Marlene Y. Satter, AdvisorOne  |  January 16, 2013

  This week in new hires, Genworth hires a new CTO; Morningstar announced changes in its senior management; and FSI hired Kathryn Anderson and added 500 new advisor members.

• Up to the Challenge

  By David J. Drucker  |  January 1, 2008

  Boomers have come of age to retire and that event, alone, has sparked an epiphany. Until we took notice of the fact that the oldest boomers...

• The Longevity Race

  By Lauren Barack  |  October 1, 2007

  Perfectionists, but in a good way, is how Paul Lofties might describe the advisors he manages at Securities America. After installing the retirement distribution tool,...

• Building Collaboration

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  June 1, 2007

  Reps of Securities America Inc. are thrilled with the company's new initiative, a knowledge-sharing and peer support program called AskSamX, which makes use of the...

• Blogging for Business

  By David J. Drucker  |  May 1, 2007

  Financial advice is all about client communication. A weblog, or "blog" for short, is about communication too. Is there a place, then, for blogging in...

• Banking on Wealth Management

  By Melanie Waddell, AdvisorOne  |  January 1, 2006

  Attend any industry conference or chat with colleagues or consultants, and you'll hear the buzzword du jour: wealth management. Many advisors are attempting to provide...