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

Welcome to our special year-end issue

Proactive Advisor Magazine is proud to present insights from several of the successful advisors we interviewed in 2017, as well as this year’s top editorial features on active investment philosophy and strategy, market analysis, and practice management.

Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media. Happy reading, and on behalf of our editorial team, we wish you an enjoyable holiday season and a prosperous new year.

Editors’ picks

Chosen by our editors

Key trends in wealth management: What distinguishes fast-growing advisors?

Findings from the PriceMetrix study “The State of Retail Wealth Management 2016” identify key trends and success factors for financial advisors.

How to take a financial punch

Do your clients’ plans have the dynamic risk-managed strategies and true diversification needed to take the financial punch that markets will inevitably deliver?

Developing strategic funding plans for college education

Signature Resources Capital Management’s Michelle Mai helps families identify the significant opportunities that can be found via comprehensive college-planning strategies.

18 touch points per year can solidify client relationships

Advisor John Zinaich says a proactive strategy for communicating with clients can pay large dividends—he targets specific touch points throughout the year.

Embracing social media to expand networks

Having a strong online presence, using social media, and building connections to people are three ways advisor Karen DeRose expands her firm’s network.

Key trends in wealth management: What distinguishes fast-growing advisors?

Findings from the PriceMetrix study “The State of Retail Wealth Management 2016” identify key trends and success factors for financial advisors.

How to take a financial punch

Do your clients’ plans have the dynamic risk-managed strategies and true diversification needed to take the financial punch that markets will inevitably deliver?

Developing strategic funding plans for college education

Signature Resources Capital Management’s Michelle Mai helps families identify the significant opportunities that can be found via comprehensive college-planning strategies.

18 touch points per year can solidify client relationships

Advisor John Zinaich says a proactive strategy for communicating with clients can pay large dividends—he targets specific touch points throughout the year.

Embracing social media to expand networks

Having a strong online presence, using social media, and building connections to people are three ways advisor Karen DeRose expands her firm’s network.

Always stay connected

Top viewed

Chosen by our readers

Stock market years ending in ‘7’

Stock market years ending in “7” have experienced some interesting drama throughout the modern history of the equity markets.

Should clients really want to beat the market?

What does it take to “beat the market”? Is it more important to deliver value to clients in terms of risk-adjusted returns?

The risks of bond ‘buy and hold’

Employing “true” diversification and a dynamic, actively managed portfolio approach may help advisors and their clients successfully navigate a lower-return market environment.

Black swans & the ‘10 best days’ myth: Can investors prepare for market outliers?

How much effect do market outliers have on long-term performance? Can the investor prepare for these anomalies, or are they truly ‘black swans’ that cannot be managed?

Using a simple indicator to stay on the right side of the market

Trading expert Dave Landry says, “We’ll leave the top and bottom picking to the gurus and catch as much of the middle as possible using a simple trend-following technique.”

Stock market years ending in ‘7’

Stock market years ending in “7” have experienced some interesting drama throughout the modern history of the equity markets.

Should clients really want to beat the market?

What does it take to “beat the market”? Is it more important to deliver value to clients in terms of risk-adjusted returns?

The risks of bond ‘buy and hold’

Employing “true” diversification and a dynamic, actively managed portfolio approach may help advisors and their clients successfully navigate a lower-return market environment.

Black swans & the ‘10 best days’ myth: Can investors prepare for market outliers?

How much effect do market outliers have on long-term performance? Can the investor prepare for these anomalies, or are they truly ‘black swans’ that cannot be managed?

Using a simple indicator to stay on the right side of the market

Trading expert Dave Landry says, “We’ll leave the top and bottom picking to the gurus and catch as much of the middle as possible using a simple trend-following technique.”

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Trending on social media

Determined by social media interaction

Engineering sound financial solutions for clients

Ameritas Investment’s Arnie Pechler Jr. puts his engineering background to good use in examining the quantitative side of retirement-income plans and building risk-managed portfolios.

Why goals-based investing makes sense

Financial advisors and investment managers use 21st-century tools to help clients achieve “real” investment success.

A philosophy of serving clients first

FSC Securities’ Victor Tedesco and Andrew Leithe share a passion for service excellence as they guide clients toward achieving positive, long-term financial outcomes.

Why don’t we stick to common-only advance-decline data?

For as long as investors have been analyzing advance-decline (A-D) data, people have criticized that data for including “the wrong sorts” of issues.

The battle for investment assets: The active versus passive debate

The Market Technicians Association’s 2017 Symposium addressed the issue of how active managers can outperform in an environment dominated by low-fee, passively managed portfolios.

Engineering sound financial solutions for clients

Ameritas Investment’s Arnie Pechler Jr. puts his engineering background to good use in examining the quantitative side of retirement-income plans and building risk-managed portfolios.

Why goals-based investing makes sense

Financial advisors and investment managers use 21st-century tools to help clients achieve “real” investment success.

A philosophy of serving clients first

FSC Securities’ Victor Tedesco and Andrew Leithe share a passion for service excellence as they guide clients toward achieving positive, long-term financial outcomes.

Why don’t we stick to common-only advance-decline data?

For as long as investors have been analyzing advance-decline (A-D) data, people have criticized that data for including “the wrong sorts” of issues.

The battle for investment assets: The active versus passive debate

The Market Technicians Association’s 2017 Symposium addressed the issue of how active managers can outperform in an environment dominated by low-fee, passively managed portfolios.

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