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

Current Issue

November 7, 2019

Helping clients save, grow, protect, and enjoy their money

Essence Wealth & Insurance Services’ Sunny Wang

A passive core is not enough

by Flexible Plan Investments, Ltd | UpClose

Q3 earnings update: Outperforming low expectations

by Proactive Advisor Magazine | Topping the Charts

Developing new client prospects using ‘preferrals’

Advisors: Jay Hardesty | Practice Management Tip