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

Katie Kuehner-Hebert

Katie Kuehner-Hebert is an award-winning journalist with more than two decades of experience writing about the financial services industry. She has expertise in the banking, insurance, financial planning, economic development, and employee benefits areas and her work has appeared in many leading publications.

Investment policy should be a family affair

Investment policy should be a family affair Investment policy should be a family affair One spouse says “potato” and the other says “potahto”—even when it comes to their investments. How can advisors work with couples to help them effectively reach...

Capitalizing on niches

Capitalizing on niches Capitalizing on niches The combination of niche targeting and active portfolio management provides many advisors with a competitive edge. Advisors who endorse active portfolio management have carved out a distinctive niche for...