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.

Quarterbacking the client’s team to meet wealth-management objectives

by David Wismer | Feb 6, 2019 | Advisor perspectives

‘Buy and hope’ investing versus active management

by Flexible Plan Investments, Ltd. | Feb 6, 2019 | Industry insights

A comprehensive financial-planning experience for families and businesses

by David Wismer | Jan 30, 2019 | Advisor perspectives

Helping clients protect, grow, use, and bestow financial assets

by David Wismer | Jan 9, 2019 | Advisor perspectives

Knowing when to worry about your investment strategies

by Richard Lehman | Jan 9, 2019 | Industry insights

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