Using Third-Party Managers | Proactive Advisor Magazine

Active investment management’s weekly magazine for fee-based advisors

The following posts are related to using third-party managers. Scroll down to see more articles.

Why using a third-party investment manager makes sense for my clients

by Proactive Advisor Magazine | Aug 19, 2026 | Practice management

Helping clients move forward with a plan and a purpose

by David Wismer | Aug 19, 2026 | Advisor perspectives

Connecting the pieces of a family’s financial life

by David Wismer | Jul 22, 2026 | Advisor perspectives

Bringing active management to 401(k)s through the SDBA option

by Proactive Advisor Magazine | Jul 8, 2026 | Practice management

Planning with perspective, service, and a family-office mindset

by David Wismer | Jun 17, 2026 | Advisor perspectives

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