Active investment management’s weekly magazine for fee-based advisors

David Wismer

Editor of Proactive Advisor Magazine.

Why clients need to be ‘money smart’

Successful financial advisors see financial education for their clients as critical to the overall planning process—helping to drive high levels of client satisfaction. Did you know that April was Financial Literacy Month? And that April 21-28 was Money...

Teaching clients ‘how money works’

Grace Himmelright • Eastlake, OH Transamerica Financial Advisors Inc. Read full biography below Proactive Advisor Magazine: Grace, what do you see as your overall mission in working with clients? Knowing how money works can positively impact just about...

Fostering confidence, clarity, and purpose

Andrew Paladino, CPA, MSF • Timonium, MD Paladino Financial Group • USA Financial Securities Corp. Read full biography below Proactive Advisor Magazine: Andy, what is your overall philosophy in serving advisory clients? Our firm’s mission is to maintain...