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

Coplin & Edgecombe

USA Financial’s Coplin and Edgecombe: Teamwork multiplies success

By David Wismer

Applying their unique strengths and their “plan first, invest second” mindset, these partners have been able to achieve significant growth for their firm.


Other Features

They’ve got it backward

By Jerry Wagner

Should buy-and-hold investors be more active and active investors more patient?


Why the buy/sell patterns of large institutions matter Martha Stokes

Transitioning the clients of an acquired practice Chris Harbuck

Europe’s headwinds in three charts David Wismer

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