Articles tagged "Genworth"


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Morningstar report suggests jiu-jitsu tactic for buying annuities: Game them right back by waiting

Seniors who pick their moment can save as much as 50% with patience as the key strategy

October 29, 2015 — 6:29 PM UTC

How Ron Cordes is putting RIA, UBS, billions of dollars and the Congo into the same impact-investing conversation

The AssetMark co-founder has a charity and for-profit and competes and engages in co-opetition with UBS, Schwab, Fidelity and Vanguards

July 8, 2014 — 3:50 PM UTC

Gurinder Ahluwalia to step out, Charles Goldman steps in, as AssetMark CEO

Myra Rothfeld also departs as Goldman sets his sights on software, service revamp

January 13, 2014 — 4:31 PM UTC

'AssetMark' rides again as a $20-billion TAMP with a receding Genworth hangover

Private-equity owners take two months to ditch the 'Genworth Financial Wealth Management' moniker and hope to find the old spark

November 7, 2013 — 5:57 PM UTC

Charles Goldman becomes board chairman for Genworth Financial Wealth Management after playing a mastermind role in its purchase by private-equity buyers

The Advizent co-founder and former Fidelity and Schwab RIA chief sees potential to jumpstart the $20-billion TAMP after its two-year slump

October 7, 2013 — 11:47 AM UTC

Making sense of Steve Dunlap stepping into Barnaby Grist's 'big shoes' as Cetera's RIA czar

The Lockwood, Pershing and Schwab alumnus with a products and PM background is tasked with leading strategic development and expansion of Cetera’s RIA unit

June 28, 2013 — 12:59 PM UTC

Genworth's TAMP is bought up by two private-equity firms for $412 million

After a long spell on the block, Aquiline Capital and Genstar Capital coughed up the cash to buy the roll-up of Altegris, AssetMark and Centurion

March 28, 2013 — 3:45 PM UTC

Joe Duran hits The New York Times best-seller list with 'The Money Code' and is feeding his big RIA with the leads

The gist of the story: He was rich as hell at 34 years old after selling a company to GE and he realized it didn't solve much

February 18, 2013 — 9:50 PM UTC

Joe Duran inks deals with two top RIA executive talents after United Capital hits a 'roadblock'

The United Capital CEO is bringing aboard Gail Graham, a former Fidelity higher up, and Stephanie Bogan, a former Genworth luminary, to be sure the firm's capacity keeps pace with marketing

September 13, 2012 — 4:55 AM UTC

With help from Envestnet and a former Genworth technology whiz, Loring Ward is revamping its TAMP platform

The San Jose firm is counting on competitors and former talent of competitors to make sure it spends its millions efficiently

May 8, 2012 — 3:27 AM UTC