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

The following posts are related to active vs. passive management. Scroll down to see more articles.

Investment policy should be a family affair

Investment policy should be a family affair Investment policy should be a family affair One spouse says “potato” and the other says “potahto”—even when it comes to their investments. How can advisors work with couples to help them effectively reach...

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...

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...

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