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

The following posts are related to diversification/risk management. Scroll down to see more articles.

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. Did you know that April was Financial Literacy Month? And that April 21-28 was Money...

Survive and thrive in the next bear market

Helping clients maintain composure in the face of market volatility pays long-term dividends for your firm. After a long day of conference meetings and presentations, you can’t wait for the happy hour and dinner, which is being held in a beautiful...

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? Time frames. They are probably one of the most important yet most rarely understood topics when it comes...

Teaching clients ‘how money works’

Grace Himmelright • Eastlake, OH Transamerica Financial Advisors Inc. Read full biography below Proactive Advisor Magazine: Grace, what do you see as your overall mission in working with clients? Knowing how money works can positively impact just about...

Why it’s smart to focus on female clients

Women have enormous power in the economic and investment landscape, but their financial needs are often underserved by financial advisors—which is why it’s smart to actively court female clients. In fact, some financial advisors even make a niche out of...