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

The following posts are related to managing client expectations. Scroll down to see more articles.

Not all investment returns are created equal

Understanding the important differences between absolute return, total return, and relative return. The financial media has spent quite a bit of time during the current bull market reporting on the “underperformance” of actively managed funds. While the...

Trusted principal advisor

Timothy Lay, CFEI, AIF • Sisters, OR TPA Financial • Founders Financial Securities, LLC Read full biography below Proactive Advisor Magazine: Timothy, talk about your overall philosophy in working with clients. I have two “titles”—investment advisor...

Banking on a strong client relationship

Brad Bakken, CRC • Wahpeton, ND Bell Bank/Bell Investments • Cetera Investment Services Read full biography below Proactive Advisor Magazine: Brad, please describe your role as a financial advisor working with clients of your bank. My role is the same...

5 top concerns faced by financial advisors in 2016

Financial advisors greeted 2016 in a relatively upbeat mood—what are they thinking about now? Though we still have several important months to go, 2016 has already been a remarkable year on several fronts: The worst post–WW II start ever for the U.S....

Comprehensive planning at the core

Alex Zourides, CFP, ChFC, CLU, CASL, EA, AAMS • Melville, NY Alex Zourides, CFP, Inc. • Ameritas Investment Corp. Read full biography below Proactive Advisor Magazine: Alex, you have a great deal of experience in various aspects of financial services....

Planning for all of life’s stages

Kevin M. McGrady, CLU, CRPC, ChFC • Cranston, RI Integrated Financial Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Kevin, what factors have shaped your personal growth as an advisor? I received my...

Advising with a wealth of knowledge

Anthony DeRose, MBA, J.D., CPA • Chicago, IL DeRose Financial Planning Group • Lincoln Financial Advisors Read full biography below Proactive Advisor Magazine: Anthony, how does your background in financial analysis, law, and accounting help you in your...

Reaching out to an underserved segment

Gretchen Ricker • Bakersfield, CA Transamerica Financial Advisors Read full biography below Proactive Advisor Magazine: Gretchen, what motivated you to become an investment advisor? I have been involved with financial services in one form or another for...

Why goals-based investing makes sense

Financial advisors and investment managers use 21st-century tools to help clients achieve “real” investment success. Financial advisors who use fee-based managed accounts can more effectively help clients meet their investment objectives if they...