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.

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...

Placing a priority on client education

Matthew Rubis • Fargo, ND Rubis Financial, Inc. • Parkland Securities, LLC Read full biography below Proactive Advisor Magazine: Matthew, what was your path into the financial-services industry? My father has been in the industry for just over four...

A philosophy of serving clients first

Victor Tedesco, CFP, ChFC, MSFS • Marlton, NJ Strategic Financial Advisors Corporation • FSC Securities Corporation Read full biography below Andrew Leithe, CFP • Marlton, NJ Strategic Financial Advisors Corporation • FSC Securities Corporation Read...

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...