by Miranda Carr | Jun 13, 2018 | UpClose
When advisors understand the unique motivators, biases, and constraints of each of their clients, they can put them in appropriate portfolios that help mitigate detrimental behavior. Advisors who apply behavioral finance principles in their practice can...
by Greg Gann | Apr 11, 2018 | UpClose
Some advisors have an ingrained resistance to using separately managed accounts—but it doesn’t have to be an all-or-nothing proposition. There are perhaps as many styles of investment management as there are people in the financial-services...
by David Wismer | Jan 17, 2018 | Advisor Interviews
Paul Humphrey, CFEd • Minneapolis, MN Humphrey Financial LLC • Cambridge Investment Research, Inc. Read full biography below Proactive Advisor Magazine: Paul, what was your path to becoming a financial advisor? My father had a big influence on my life...
by David Wismer | Nov 8, 2017 | Advisor Interviews
David Salley • Wellington, FL Salley Wealth Management • Ameritas Investment Corp. (AIC) Read full biography below Proactive Advisor Magazine: David, talk about starting your firm and how your practice has evolved. I made a major career change several...
by David Wismer | Nov 1, 2017 | Advisor Interviews
Protecting clients’ financial ‘blind sides’ Protecting clients’ financial ‘blind sides’ Judson Gee, CEP • Charlotte, NC JHG Financial Advisors, LLC • Niagara International Capital Limited Read full biography below Proactive Advisor Magazine: Jud, talk...
