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

Advisor Interviews
Profile story on an experienced financial advisor within the investment industry who uses active investment management and separately managed accounts. Advisors are “given a voice” to express their beliefs about practice philosophy, client service, investment strategies, and how they have differentiated their practice.

Plan smart to retire smart

Earl Schultz, ChFC, CLU • Birdsboro, PA Strategic Wealth Advisory, LLC • USA Financial Securities Corp. Read full biography below Proactive Advisor Magazine: Earl, talk about your service philosophy in working with clients. We are a family-owned,...

Placing a priority on client education

Matthew Rubis • Fargo, ND Rubis Financial, Inc. • Parkland Securities, LLC Read full biography below Proactive Advisor Magazine: Matthew, what was your path into the financial-services industry? My father has been in the industry for just over four...

A philosophy of serving clients first

Victor Tedesco, CFP, ChFC, MSFS • Marlton, NJ Strategic Financial Advisors Corporation • FSC Securities Corporation Read full biography below Andrew Leithe, CFP • Marlton, NJ Strategic Financial Advisors Corporation • FSC Securities Corporation Read...

Capitalizing on niches

The combination of niche targeting and active portfolio management provides many advisors with a competitive edge. Advisors who endorse active portfolio management are already carving out a distinctive niche for themselves in the wealth-management...

Retirement planning matters

Tim Wells, AIF • Cincinnati, OH Retirement Matters • Sigma Financial Corporation Read full biography below Proactive Advisor Magazine: Tim, talk about the evolution of your investment philosophy. When I first entered the financial-services industry, I...