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.

Retirement planning matters

Tim Wells, AIF • Cincinnati, OH Retirement Matters • Sigma Financial Corporation Read full biography below Proactive Advisor Magazine: Tim, talk about the evolution of your investment philosophy. When I first entered the financial-services industry, I...

Helping clients achieve financial freedom

Jerry Wells • Rochester, NY Financial Freedom Group • SagePoint Financial, Inc. Read full biography below Proactive Advisor Magazine: Jerry, describe your overall philosophy in working with clients. I have been working in the financial-services industry...