by David Wismer | Jul 29, 2020 | Advisor Interviews
A risk-oriented approach that fits client attitudes and goals A risk-oriented approach that fits client attitudes and goals Edgardo Castro • Fort Lauderdale, FL Aragon Capital LLC Read full biography below Proactive Advisor Magazine: Edgardo, talk about...
by David Wismer | Jul 15, 2020 | Advisor Interviews
How advisors address the uncertainties of retirement-income planning How advisors address the uncertainties of retirement-income planning Our article, “‘Going broke’ is still chief retirement concern,” asked the question, “How can retirees reconcile...
by David Wismer | Jun 24, 2020 | Advisor Interviews
Guiding clients toward financial freedom Guiding clients toward financial freedom Marc D’Elia, ChFC, AAMS • Largo, FL Premier Planning Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Marc, what is your...
by David Wismer | Jun 10, 2020 | Advisor Interviews
How will the pandemic response change wealth management—now and in the near future? How will the pandemic response change wealth management—now and in the near future? The COVID-19 pandemic’s negative impact has been huge, both in terms of lives lost...
by Katie Kuehner-Hebert | May 20, 2020 | Advisor Interviews
Financial advisors step up during the shutdown Financial advisors step up during the shutdown The COVID-19 pandemic and resulting stay-at-home orders have significantly impacted how financial advisors are interacting with their clients. Many of their...
