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

The following posts are related to using third-party managers. Scroll down to see more articles.

What to look for in a third-party investment manager

Due diligence—through in-depth probing of an investment manager’s capabilities, track record, systems, and philosophy—is a prerequisite before committing your clients’ hard-earned assets. As financial advisors, we constantly receive phone calls, emails,...

Teaching clients ‘how money works’

Grace Himmelright • Eastlake, OH Transamerica Financial Advisors Inc. Read full biography below Proactive Advisor Magazine: Grace, what do you see as your overall mission in working with clients? Knowing how money works can positively impact just about...

Separate? Separately managed? Or both?

Some advisors have an ingrained resistance to using separately managed accounts—but it doesn’t have to be an all-or-nothing proposition. There are perhaps as many styles of investment management as there are people in the financial-services...

Fostering confidence, clarity, and purpose

Andrew Paladino, CPA, MSF • Timonium, MD Paladino Financial Group • USA Financial Securities Corp. Read full biography below Proactive Advisor Magazine: Andy, what is your overall philosophy in serving advisory clients? Our firm’s mission is to maintain...