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

The Best of
Proactive Advisor Magazine: Volume 17

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 17.”

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

Editors’ picks

Chosen by our editors

One way to beat the market

A risk-managed investing approach can minimize the downside in bear markets. That goes a long way toward “beating the market” through full market cycles.

Personal connections foster strong client relationships

Voya’s Linda Persechino says, “The most successful relationships in our business occur when advisors and clients have good chemistry and some shared values.”

Will this bull market end the way it began—parabolically?

The bull market’s parabolic pattern for the Dow Jones Industrial Average (DJIA) recently looked a lot like 2008–2009, but upside down and backward.

Addressing the retirement-planning needs of union members

Paul Humphrey builds his practice’s client base by offering on-site financial-education workshops for employees of companies and nonprofits.

A proactive approach to developing a vision for clients

Securities America’s Bryan Nakamoto considers a proactive approach to learning about his craft and the needs of his clients to be a practice priority.

One way to beat the market

A risk-managed investing approach can minimize the downside in bear markets. That goes a long way toward “beating the market” through full market cycles.

Personal connections foster strong client relationships

Voya’s Linda Persechino says, “The most successful relationships in our business occur when advisors and clients have good chemistry and some shared values.”

Will this bull market end the way it began—parabolically?

The bull market’s parabolic pattern for the Dow Jones Industrial Average (DJIA) recently looked a lot like 2008–2009, but upside down and backward.

Addressing the retirement-planning needs of union members

Paul Humphrey builds his practice’s client base by offering on-site financial-education workshops for employees of companies and nonprofits.

A proactive approach to developing a vision for clients

Securities America’s Bryan Nakamoto considers a proactive approach to learning about his craft and the needs of his clients to be a practice priority.

Always stay connected

Top viewed

Chosen by our readers

10 questions to ask third-party asset managers

Money managers add value beyond investment expertise, freeing up time for advisors to do what they do best. How do you evaluate them?

Disciplined financial guidance with a human touch

LPL Financial’s Miranda Bonde makes the financial needs of clients her central focus, which she says requires respecting their emotional perspective.

Helping clients and building business with cross-referrals

Brian Mock believes that cross-referrals need to be handled with the overriding goal of helping clients to address their specific financial and tax-related needs.

Why the financial industry still gets client risk profiling so wrong

Will breakthroughs in the science of risk assessment enable advisors to more effectively align investment solutions with clients’ behavioral needs?

‘Two-way streets’ for building referrals

Patricia Cathey finds value in a program that facilitates local introductions and working relationships between advisors and CPAs and attorneys.

10 questions to ask third-party asset managers

Money managers add value beyond investment expertise, freeing up time for advisors to do what they do best. How do you evaluate them?

Disciplined financial guidance with a human touch

LPL Financial’s Miranda Bonde makes the financial needs of clients her central focus, which she says requires respecting their emotional perspective.

Helping clients and building business with cross-referrals

Brian Mock believes that cross-referrals need to be handled with the overriding goal of helping clients to address their specific financial and tax-related needs.

Why the financial industry still gets client risk profiling so wrong

Will breakthroughs in the science of risk assessment enable advisors to more effectively align investment solutions with clients’ behavioral needs?

‘Two-way streets’ for building referrals

Patricia Cathey finds value in a program that facilitates local introductions and working relationships between advisors and CPAs and attorneys.

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Trending on social media

Determined by social media interaction

Do behavioral biases also affect financial advisors?

 

Investors have behavioral biases that can be detrimental to their investing health. Do financial advisors exhibit similar behavioral weaknesses?

 

Fostering confidence, clarity, and purpose

 

USA Financial’s Andy Paladino is committed to partnering with clients in a robust planning process that takes a holistic look at their entire financial picture.

The case for active over passive investing is really about investor behavior

Most investors do not behave in ways that are consistent with the benefits of passive investing. Are they better served by an actively managed approach?

3 indicators that can identify turns in market trend

It is important to recognize when an old trend may be coming to an end and to identify the start of a new market trend. Three simple pattern indicators can help.

‘Time in the market’—without risk management—works against investors

The longer one is invested, the more bear markets one will encounter. For buy-and-hold strategies, risk does not decrease with time in the market, it increases.

Do behavioral biases also affect financial advisors?

Investors have behavioral biases that can be detrimental to their investing health. Do financial advisors exhibit similar behavioral weaknesses?

Fostering confidence, clarity, and purpose

USA Financial’s Andy Paladino is committed to partnering with clients in a robust planning process that takes a holistic look at their entire financial picture.

The case for active over passive investing is really about investor behavior

Most investors do not behave in ways that are consistent with the benefits of passive investing. Are they better served by an actively managed approach?

3 indicators that can identify turns in market trend

It is important to recognize when an old trend may be coming to an end and to identify the start of a new market trend. Three simple pattern indicators can help.

‘Time in the market’—without risk management—works against investors

The longer one is invested, the more bear markets one will encounter. For buy-and-hold strategies, risk does not decrease with time in the market, it increases.

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