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

The Best of
Proactive Advisor Magazine: Volume 18

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 18.”

Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.

Editors’ picks

Chosen by our editors

Teaching clients ‘how money works’

Grace Himmelright says she is a true believer in the power of financial education and empowering people to be knowledgeable about financial decision-making.

What to look for in a third-party manager

Due diligence—through in-depth probing of an investment manager’s capabilities, track record, and philosophy—is a prerequisite to committing clients assets.

Addressing the mindset of physicians on their financial future

Daniel Ruben, a physician, has a successful second career as a financial advisor. One target segment is the medical community, where he delivers “Physician Life Strategies.”

Survive and thrive in the next bear market

Guidance and leadership that helps clients maintain their composure in the face of market volatility will pay long-term dividends for your firm.

Financial planning that focuses on risk management

Steven White has a special focus on helping clients make sure they have strategies in place to manage unforeseen circumstances in the future.

Teaching clients ‘how money works’

Grace Himmelright says she is a true believer in the power of financial education and empowering people to be knowledgeable about financial decision-making.

What to look for in a third-party manager

Due diligence—through in-depth probing of an investment manager’s capabilities, track record, and philosophy—is a prerequisite to committing clients assets.

Addressing the mindset of physicians on their financial future

Daniel Ruben, a physician, has a successful second career as a financial advisor. One target segment is the medical community, where he delivers “Physician Life Strategies.”

Survive and thrive in the next bear market

Guidance and leadership that helps clients maintain their composure in the face of market volatility will pay long-term dividends for your firm.

Financial planning that focuses on risk management

Steven White has a special focus on helping clients make sure they have strategies in place to manage unforeseen circumstances in the future.

Top viewed

Chosen by our readers

10 practice secrets from ‘the best in the business’

Successful financial advisors have “reframed” their wealth-management businesses and generated practice growth by changing outside perceptions of their firms.

Use the correction as a buying opportunity: 40% upside?

History suggests that the market has either already seen its low for 2018 or is within easy striking distance of it. A great buying opportunity presents itself now.

Why defense wins in football and portfolio management

A retirement portfolio without proactive management is like driving a car without brakes. Are your clients prepared for the next inevitable crash?

Using consumer staples as a market direction indicator

The consumer staples sector not only provides products essential to our modern daily lives—it can also deliver valuable clues to market trends.

A behavioral approach: A must for today’s financial advisor

Advisors who apply behavioral finance principles in their practice can build a unique element of trust and customization for each client relationship.

10 practice secrets from ‘the best in the business’

Successful financial advisors have “reframed” their wealth-management businesses and generated practice growth by changing outside perceptions of their firms.

Use the correction as a buying opportunity: 40% upside?

History suggests that the market has either already seen its low for 2018 or is within easy striking distance of it. A great buying opportunity presents itself now.

Why defense wins in football and portfolio management

A retirement portfolio without proactive management is like driving a car without brakes. Are your clients prepared for the next inevitable crash?

Using consumer staples as a market direction indicator

The consumer staples sector not only provides products essential to our modern daily lives—it can also deliver valuable clues to market trends.

A behavioral approach: A must for today’s financial advisor

Advisors who apply behavioral finance principles in their practice can build a unique element of trust and customization for each client relationship.

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Trending on social media

Determined by social media interaction

Why advisors should target the 403(b) market

By educating employees, advisors have the opportunity to deliver sophisticated, risk-managed, active strategies within nonprofit retirement plans.

A game plan to help clients ‘own their financial future’

Peter Roe, a partner at Masters Private Client Group, specializes in clients in professional sports and the entertainment and technology fields.

‘Just in case’ investing: 3 common elements of dealing with risk

Since the beginning of 2000, there have been three S&P 500 Index bear markets. Would your clients benefit from “just in case” risk management?

Multi-generation financial planning with a goals-based approach

Larry Wall runs a financial-advisory practice that is “grounded in values” and is oriented toward the needs of multiple generations of families.

Why clients need to be ‘money smart’

Successful financial advisors see financial education for their clients as critical to the overall planning process—helping to drive high levels of client satisfaction.

Why advisors should target the 403(b) market

By educating employees, advisors have the opportunity to deliver sophisticated, risk-managed, active strategies within nonprofit retirement plans.

A game plan to help clients ‘own their financial future’

Peter Roe, a partner at Masters Private Client Group, specializes in clients in professional sports and the entertainment and technology fields.

‘Just in case’ investing: 3 common elements of dealing with risk

Since the beginning of 2000, there have been three S&P 500 Index bear markets. Would your clients benefit from “just in case” risk management?

Multi-generation financial planning with a goals-based approach

Larry Wall runs a financial-advisory practice that is “grounded in values” and is oriented toward the needs of multiple generations of families.

Why clients need to be ‘money smart’

Successful financial advisors see financial education for their clients as critical to the overall planning process—helping to drive high levels of client satisfaction.

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