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

Linda Ferentchak

Linda Ferentchak is the president of Financial Communications Associates Inc. Ms. Ferentchak has worked in financial industry communications since 1979 and has an extensive background in investment and money-management philosophies and strategies. She is a member of the Business Marketing Association and holds the APR accreditation from the Public Relations Society of America. Her work has received numerous awards, including the American Marketing Association’s Gold Peak award.

Gaining the peer-to-peer advantage

The 2015 NAAIM annual conference highlighted the importance of collaboration. The investment advisory industry can be a very challenging environment for established advisors, let alone new entrants. By taking an active management approach, financial...

The efficient frontier fails the test of time

Like so many simplistic approaches to the financial markets, the efficient frontier fails to reflect market reality. To understand the investment efficient frontier, it helps to go back to its origin. In 1952, economist Harry Markowitz published an...

Active managers debate: ETFs vs. mutual funds?

ETFs continue to gain popularity with fund managers, investment advisors, and investors—reflecting ever-increasing familiarity and diversication—but they also have their drawbacks. The mutual fund industry is still the 800-pound gorilla of the financial...

Dissing the investor

The dismaying trend of behavioral finance experts and business media of looking down on investors is unwarranted and counterproductive. Popular financial advice all too often can be summed up with the statement that the average person is incompetent...