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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.

Committed to clients’ personal success

Committed to clients’ personal success Committed to clients’ personal success Mira Mizrahi, CFP • Whippany, NJ Diversified Financial Consultants LLC • LPL Financial Read full biography below Proactive Advisor Magazine: Mira, talk about your background...

Plan early, plan often, plan well

David Wismer David Wismer Paul Walker • Waycross, GA Parable Financial Network • Triad Advisors Read full biography below Proactive Advisor Magazine: Paul, talk about your transition from small-business owner to financial advisor. I feel blessed to have...