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

David Wismer

Editor of Proactive Advisor Magazine.

Advisors prefer active management

Several studies assess advisor attitudes around portfolio management and risk mitigation for clients—showing a continued preference for actively managed strategies. Editor’s note: This article first published in our magazine in October 2015, but...

Why ‘timing’ is critical for investment returns

There are many reasons that dynamic, risk-managed strategies can benefit investors of all ages. The impact of sequence of returns for retirees is one of the more important ones. “What if? A probability-based approach to market uncertainty,”  a recent...