Video

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  2013 SMA Managers of the Year: GW&K’s Dan Miller, U.S. Equity SMID-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Dan Miller of Boston’s GW&K Investment Management about their award in the U.S. Equity SMID-Cap category.

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  2013 SMA Managers of the Year: GW&K’s Mary Kane, Fixed Income—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Mary Fitzgerald Kane of Boston’s GW&K Investment Management about their award in the Fixed Income category.

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  Video Part III: The Importance of Annuities in Creating an Adaptable Retirement Strategy

  By Sponsored Content  |  November 7, 2012

  In 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.

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  Video Part II: The Importance of Annuities in Creating an Adaptable Retirement Strategy

  By Sponsored Content  |  November 7, 2012

  Eric 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 life’s events...

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  Video Part I: The Importance of Annuities in Creating an Adaptable Retirement Strategy

  By Sponsored Content  |  November 7, 2012

  Pat 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...

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  Investment Advisor’s 2012 Broker-Dealers of the Year—Eric Schwartz: Video

  By John Sullivan, Investment Advisor  |  August 28, 2012

  Editor-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 firm’s success.

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  Investment Advisor’s 2012 Broker-Dealers of the Year—Barry Knight: Video

  By John Sullivan, Investment Advisor  |  August 27, 2012

  Editor-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 firm’s culture and whether the succession planning message is sinking in.

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  Investment Advisor’s 2012 Broker-Dealers of the Year—David Pintaric: Video

  By John Sullivan, Investment Advisor  |  August 24, 2012

  Editor-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.

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  Investment Advisor’s 2012 Broker-Dealers of the Year—David Stringer: Video

  By John Sullivan, Investment Advisor  |  August 23, 2012

  Editor-in-Chief John Sullivan talks to the president of Prospera Financial Services and Division I winner of the 2012 Broker-Dealers of the Year about personalized service and working efficiently with fewer resources.

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  Investment Advisor’s 2012 Broker-Dealers of the Year—The Winners Speak: Video

  By John Sullivan, Investment Advisor  |  August 21, 2012

  The leaders of the four Broker-Dealers of the Year present their firms' unique value propositions to Editor John Sullivan while they are awarded their trophies by Editorial Director Jamie Green.