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

Katie Kuehner-Hebert

Katie Kuehner-Hebert is an award-winning journalist with more than two decades of experience writing about the financial services industry. She has expertise in the banking, insurance, financial planning, economic development, and employee benefits areas and her work has appeared in many leading publications.

Why it’s smart to focus on female clients

Women have enormous power in the economic and investment landscape, but their financial needs are often underserved by financial advisors—which is why it’s smart to actively court female clients. In fact, some financial advisors even make a niche out of...

Capitalizing on niches

The combination of niche targeting and active portfolio management provides many advisors with a competitive edge. Advisors who endorse active portfolio management are already carving out a distinctive niche for themselves in the wealth-management...

Attracting the right successor

Do philosophies matter more than numbers when finding the right successor? Years—perhaps even decades—before owners of independent advisory firms near retirement, they should be thinking of a succession plan. While advisors have many options—including...

Wealth transfer equals opportunity

Advisors who can differentiate and add value via their investment management approach should reap the benefits of the upcoming “greatest transfer of wealth” Advisors who are not actively courting younger generations may be in for a rude...

Profiling ultra-high-net-worth clients

Active investment management may help address many of the financial concerns of ultra-high-net-worth clients, including their desire to leave a legacy to heirs and charitable causes. While ultra-high-net-worth (UHNW) clients may not have to worry about...

Millennials and risk management

Millennials, those roughly between the ages of 18 and 34, might be especially receptive to actively managed strategies. This younger generation—reared during the Great Recession and now considered to be almost as conservative as the generation that...

Active management for the mass affluent

Bringing dynamic, risk-managed strategies to all clients. There is a misconception among some financial advisors that active risk management should be reserved for only the wealthiest of clients. Not so. A growing number of financial advisors say they...