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

The following posts are related to determining client suitability. Scroll down to see more articles.

Should clients really want to beat the market?

What does it take to “beat the market”? Is it more important to deliver value to clients in terms of risk-adjusted returns? Proponents of active management have been somewhat on the defensive over the past several years. With relatively strong stock...

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...