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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.

Providing a human touch for clients

Providing a human touch for clients Providing a human touch for clients Lannie Wright • Carmel Valley, CA Lannie Wright Financial Advisor • Royal Alliance Associates Inc. Read full biography below Proactive Advisor Magazine: Lannie, what is your...

Capitalizing on niches

Capitalizing on niches 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 have carved out a distinctive niche for...

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