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...
by David Wismer | Oct 4, 2017 | Advisor Interviews
John Zinaich, CFP, ChFC, CLU • Boonsboro, MD Zinaich Capital and Risk Management • Founders Financial Securities, LLC Read full biography below Proactive Advisor Magazine: John, what was your path to becoming the founder of your own advisory firm? I...
by State Street Global Advisors | Apr 26, 2017 | UpClose
Practical guidance for advisors and their older clients and their families on the issue of dealing with cognitive decline and its impact on investment planning and decision-making. Editor’s note: We are pleased to present part II of an abbreviated...
by Dave Walton | Feb 8, 2017 | UpClose
What does it take to “beat the market”? Is it more important to deliver value to clients in terms of risk-adjusted returns? Proponents of active management have been somewhat on the defensive over the past several years. With relatively strong stock...
