by David Wismer | Oct 21, 2020 | UpClose
From Aristotle to active investment management From Aristotle to active investment management Active investment management is consistent with the tenets of behavioral finance, as well as with sound financial planning that seeks to help investors reach...
by David Wismer | Oct 7, 2020 | Advisor Interviews
Teamwork in comprehensive wealth management Teamwork in comprehensive wealth management Pamela Mayfield-Kizzee, MRFC • Houston, TX LaCour Financial Services Inc. • Money Concepts Capital Corp. Read full biography below Moses LaCour, MRFC • Houston, TX...
by David Wismer | Sep 16, 2020 | Advisor Interviews
Dedicated to a rigorous financial-planning process Dedicated to a rigorous financial-planning process David Turner, MSF, CFP • Greenville-Spartanburg, SC My Planning Pro • LPL Financial Read full biography below Proactive Advisor Magazine: David, talk...
by David Wismer | Sep 2, 2020 | Advisor Interviews
How independent advisors define their role in serving clients How independent advisors define their role in serving clients With more people likely to seek financial guidance in the face of an uncertain economy and volatile markets, the role of...
by David Wismer | Aug 26, 2020 | Advisor Interviews
Delivering relationship-based financial planning Delivering relationship-based financial planning Luis Padilla • Sparks, MD Maryland Wealth Management • Founders Financial Securities LLC Read full biography below Proactive Advisor Magazine: Louie, talk...
