by David Wismer | Jan 25, 2023 | Advisor Interviews
Advisors make the case for active investment management Advisors make the case for active investment management Financial advisors favor third-party active investment management for a wide variety of reasons: access to modern analytical strategies,...
by Proactive Advisor Magazine | Jan 25, 2023 | Practice Management Tips
Tyler Cleveland • Delray Beach, FLImpact Wealth Group • IWG Investment Advisors LLC I joined my father’s firm, Impact Wealth Group, in 2022, after working for almost 20 years in a variety of positions in the investment industry. My interest in the...
by David Wismer | Dec 14, 2022 | Advisor Interviews
How clients—and advisors—are rethinking retirement options How clients—and advisors—are rethinking retirement options Financial advisors are expressing a strong commitment to helping their clients “redefine retirement” on terms that best fit their...
by William Hubbard | Dec 14, 2022 | UpClose
When investors ask, ‘What’s your best idea?’ When investors ask, ‘What’s your best idea?’ During market declines, investors—and advisors—need to watch out for cognitive biases. Rules-based strategies help remove emotional decision-making from investors’...
by David Wismer | Dec 7, 2022 | Advisor Interviews
Providing precise and collaborative financial guidance Providing precise and collaborative financial guidance Allen Jenson • Foley, MNCaliber Financial Group • SagePoint Financial Inc.Read full biography below Proactive Advisor Magazine: Allen, how do...
