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

Greg Gann

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...