Latest articles
EDITORS’ PICK
From plan to portfolio: A needs-based planning approach
INDUSTRY INSIGHTS
In-depth examinations of significant developments in investment research, financial technology, behavioral finance, and active management approaches.
ADVISOR PERSPECTIVES
Experienced financial advisors discuss practice philosophy, client service, investment strategies, and how they have set their practices apart.
MARKET COMMENTARY
Observations and outlooks from well-known technical and research analysts, financial authors, and economists.
PRACTICE MANAGEMENT
Successful financial advisors provide tips on business-building strategies, including prospecting, obtaining referrals, client communications, marketing, technology, and more.
WEEKLY CHART REVIEW
Analysis of a timely market or economic theme illustrated with insightful charts.
Subscribe for new articles each week
No charge. Dedicated to promoting and educating the advisor community on active investment management through original, leading-edge content.
QUICK TIP
Developing clear goals for client relationships
Brent Mowinski, founder of Mowinski Financial LLC in Michigan, works with many distinct client segments with a goal of addressing their unique financial-planning needs. The key driver of his firm’s business growth is client referrals, which he attributes to his firm’s excellent service and comprehensive range of products and offerings. He outlines five core goals that guide his approach to developing successful client relationships:
- Help clients preserve and grow their investments.
- Help clients establish a long-term financial plan.
- Regularly monitor progress and performance.
- Offer competitive management fees.
- Help clients simplify their financial lives.
