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

Greg Gann

Separate? Separately managed? Or both?

Some advisors have an ingrained resistance to using separately managed accounts—but it doesn’t have to be an all-or-nothing proposition. There are perhaps as many styles of investment management as there are people in the financial-services...

Are business cycles still meaningful?

Business cycles—and investment assets—will invariably revert to the mean given a long enough period of time. Though behaviorally difficult at times for clients, advisors need to advocate sticking to a long-term game plan of dynamic, risk-managed...

The financial and investment impact of divorce

Why the role of financial risk management may become even more critical as divorced couples face emotional, lifestyle, and financial stress and change. In both life and investing, it is common to believe that existing or recent facts will continue...

The problem with pie charts

Relying on 30-year-old asset-allocation models makes little sense in today’s investment environment. “Tactical,” “strategic,” “active,” “passive”: These are all somewhat nebulous terms that financial advisors use expecting the general investing...

Finding your inner advisor

How ‘esse quam videri’ informs my interactions with clients Esse quam vider “Esse quam videri,” the motto of my high school, translates as “to be rather than to seem.” This motto, and Robert Fulghum’s book, “All I Really Need to Know I Learned in...

Up over their skis

Marketing the value of active investment management in an extended bull market. I was recently pitching my active investment approach to a 73-year-old attorney who still has a quite healthy lifestyle and practice. I started the conversation by asking...

Women & investing

Is this time different? Why the message of active investment management should resonate with female prospects. The financial-services industry has invested a lot of time, attention, and money over the last five years marketing to women—or at least...

How active is your client’s 401(k)?

Incorporating active management solutions within defined contribution plans. There was a time not that long ago when an employee’s retirement was provided by his employer almost exclusively in the form of a defined benefit plan. The responsibility and...

Active management in plain English

An advisor’s perspective. The word “active” certainly has a much more positive connotation than its counterpart, “passive.” But when it comes to investment management, we in the financial-services arena use this terminology thinking that our...