Genworth Financial Adds New Program
Genworth Financial's Trust Connections program gives independent financial advisors the ability to provide investment management for trust accounts and turn administration over to a corporate trustee.
"Most advisors are not trust experts. We found that independent advisors were often passing up trust opportunities even when clients expressed their dissatisfaction with the fees, service or investment performance they were getting through their bank," says Brad Wheeler, president of Genworth Financial Trust Company.
Trust Connections provides advisors with access to companies that specialize in trust administration.