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

The Best of Proactive Advisor Magazine: Volume 23

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 23.”

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

Editors’ picks

Chosen by our editors

Factor investing: Investment management’s latest fad or important evolution?

Is factor investing just a reason to introduce new products? A deeper look says it is much more—and as much a benefit to active managers as passive investors.

Taking business networking to the next level

Advisor Mary Lyons says, “My entire practice has been built through networking.” She offers practical guidance on how she “pays it forward” in her networking efforts.

Does lagging small-cap breadth signal change for the bull market?

When market breadth leads prices to new highs after severe corrections, a lag in small-cap breadth should not be alarming on its own.

Encouraging prospective clients to have a ‘transformative conversation’

William Curry builds his firm’s client base through different marketing channels, creating multiple opportunities for initial client meetings that can be “transformative.”

ESG analysis: Benefiting society through ‘long-termism’

A core question of SRI/ESG investing is the trade-off of short-term investment performance versus direct or indirect contribution to an adverse long-term societal impact

Factor investing: Investment management’s latest fad or important evolution?

Is factor investing just a reason to introduce new products? A deeper look says it is much more—and as much a benefit to active managers as passive investors.

Taking business networking to the next level

Advisor Mary Lyons says, “My entire practice has been built through networking.” She offers practical guidance on how she “pays it forward” in her networking efforts.

Does lagging small-cap breadth signal change for the bull market?

When market breadth leads prices to new highs after severe corrections, a lag in small-cap breadth should not be alarming on its own.

Encouraging prospective clients to have a ‘transformative conversation’

William Curry builds his firm’s client base through different marketing channels, creating multiple opportunities for initial client meetings that can be “transformative.”

ESG analysis: Benefiting society through ‘long-termism’

A core question of SRI/ESG investing is the trade-off of short-term investment performance versus direct or indirect contribution to an adverse long-term societal impact.

Always stay connected

Top viewed

Chosen by our readers

Financial guidance that produces tangible results

Steve Deppe’s client review sessions focus on identifying the achievement of measurable results and soliciting feedback on the process and overall client satisfaction.

Rate cuts in secular bull markets are extremely bullish

We analyzed the market after a first rate cut following a period of stable or rising rates. One trend stood out: Double-digit gains follow when the secular trend is bullish.

6 trends impacting financial advisors in 2019

What are some key trends impacting advisors regarding client perceptions, risk management, active portfolio strategies, fee structure, and ESG investing?

What an inverted yield curve foreshadows for small caps

There is one reliable effect associated with fluctuations in the yield curve that we can talk about: how small-cap stocks may perform going forward.

A strong commitment to clients and community

Sean Reading’s firm has an “ongoing commitment to honesty, integrity, service, trust, and family.” One of his major goals is “to be a valued member of the community.”

Financial guidance that produces tangible results

Steve Deppe’s client review sessions focus on identifying the achievement of measurable results and soliciting feedback on the process and overall client satisfaction.

Rate cuts in secular bull markets are extremely bullish

We analyzed the market after a first rate cut following a period of stable or rising rates. One trend stood out: Double-digit gains follow when the secular trend is bullish.

6 trends impacting financial advisors in 2019

What are some key trends impacting advisors regarding client perceptions, risk management, active portfolio strategies, fee structure, and ESG investing?

What an inverted yield curve foreshadows for small caps

There is one reliable effect associated with fluctuations in the yield curve that we can talk about: how small-cap stocks may perform going forward.

A strong commitment to clients and community

Sean Reading’s firm has an “ongoing commitment to honesty, integrity, service, trust, and family.” One of his major goals is “to be a valued member of the community.”

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Trending on social media

Determined by social media interaction

Risk is always with us

Dynamic risk management can help investors deal with the three different types of risk to their portfolios: unavoidable risk, probable risk, and improbable risk.

Will the Fed be driving with one foot on each pedal?

By reducing the System Open Market Account (SOMA) at the same time it cuts rates, the Fed is basically driving with one foot on each pedal. What will be the impact?

Impact investing and active management are not mutually exclusive strategies

Impact investing and active management can go hand in hand to address a more holistic view of clients’ investment priorities, say financial advisors who adhere to both strategies.

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.

The power of moving-average ‘daylight’ analysis

“Daylight” is when market lows are above the moving average for uptrends and the highs are below the moving average in downtrends. How can we best use this analysis?

Risk is always with us

Dynamic risk management can help investors deal with the three different types of risk to their portfolios: unavoidable risk, probable risk, and improbable risk.

Will the Fed be driving with one foot on each pedal?

By reducing the System Open Market Account (SOMA) at the same time it cuts rates, the Fed is basically driving with one foot on each pedal. What will be the impact?

Impact investing and active management are not mutually exclusive strategies

Impact investing and active management can go hand in hand to address a more holistic view of clients’ investment priorities, say financial advisors who adhere to both strategies.

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.

The power of moving-average ‘daylight’ analysis

“Daylight” is when market lows are above the moving average for uptrends and the highs are below the moving average in downtrends. How can we best use this analysis?

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