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

The following posts are related to using third-party managers. Scroll down to see more articles.

The risks of bond ‘buy and hold’

Employing “true” diversification and a dynamic, actively managed portfolio approach may help advisors and their clients successfully navigate a lower-return market environment. As investors, many of us have traditionally been taught that bonds and other...

A message of financial risk management

David Ryan, CFP • Indian Harbour Beach, FL JD Bowen Financial Group • LPL Financial Read full biography below It is fitting that David Ryan’s successful career as a financial professional at JD Bowen Financial Group has taken shape on the Space Coast of...

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...

Spreading the message of risk management

Rey Descalso • Maitland, FL Privada Wealth Management • J.W. Cole Advisors, Inc. Read full biography below Proactive Advisor Magazine: Rey, becoming a financial advisor after being a pastor is an unusual transition. How did that come about? My father...

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...