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

Kellye Whitney

Risky business

How can advisors build a more meaningful investor behavioral profile? The long-lasting effects of the Great Recession It is hardly news that many investors remain permanently scarred by the credit crisis of 2007 to 2009. Many research studies since have...

Experts need experts

10 questions to ask third-party money managers. They say the only thing worse than wasted time is wasted money. But for independent financial advisors the two are inextricably linked—and for those advisors who are successful, waste in either bucket is...