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

Welcome to our special year-end issue

Proactive Advisor Magazine is proud to present insights from several of the successful advisors we interviewed in 2018, as well as this year’s top editorial features on active investment philosophy and strategy, market analysis, and practice management.

Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media. Happy reading, and on behalf of our editorial team, we wish you an enjoyable holiday season and a prosperous New Year.

Editors’ picks

Chosen by our editors

What if?: A probability-based approach to market uncertainty

No one strategy will always be right in all market environments. Investors should diversify among dynamically risk-managed strategies to deal with market uncertainty.

Economic principles drive impactful financial planning

Mary Lyons, founder of The Wealth Woman, believes financial strategies need to be integrated throughout a client’s life using sound economic principles.

How do clients view your firm? The questions you should be asking

Financial advisors need to be more relevant than ever in the lives of their clients, know who they serve and why, and design a total solution to meet client needs.

SPX enters an extraordinarily bullish seasonal period

The U.S. equity market is now in its “Best Six Months.” Combined with the third year of the presidential cycle, market results have historically been outstanding.

Helping clients prepare for life’s contingencies

Financial advisor William Donner helps clients navigate and simplify what they may view as a complicated process to achieve their retirement and legacy goals.

What if?: A probability-based approach to market uncertainty

No one strategy will always be right in all market environments. Investors should diversify among dynamically risk-managed strategies to deal with market uncertainty.

Economic principles drive impactful financial planning

Mary Lyons, founder of The Wealth Woman, believes financial strategies need to be integrated throughout a client’s life using sound economic principles.

How do clients view your firm? The questions you should be asking

Financial advisors need to be more relevant than ever in the lives of their clients, know who they serve and why, and design a total solution to meet client needs.

SPX enters an extraordinarily bullish seasonal period

The U.S. equity market is now in its “Best Six Months.” Combined with the third year of the presidential cycle, market results have historically been outstanding.

Helping clients prepare for life’s contingencies

Financial advisor William Donner helps clients navigate and simplify what they may view as a complicated process to achieve their retirement and legacy goals.

Always stay connected

 

Top viewed

Chosen by our readers

Do behavioral biases also affect financial advisors?

Investors have behavioral biases that can be detrimental to their investing health. Do financial advisors exhibit similar behavioral weaknesses?

10 questions to ask third-party asset managers

Money managers add value beyond investment expertise, freeing up time for advisors to do what they do best. How do you evaluate them?

The case for active over passive investing is really about investor behavior

Most investors do not behave in ways that are consistent with the benefits of passive investing. Are they better served by an actively managed approach?

3 indicators that can identify turns in market trend

It is important to recognize when an old trend may be coming to an end and to identify the start of a new market trend. Three simple pattern indicators can help.

10 practice secrets from ‘the best in the business’

How do top financial advisors continuously grow their client base, assets under management, and revenues—while solidifying long-term relationships with clients?

Do behavioral biases also affect financial advisors?

Investors have behavioral biases that can be detrimental to their investing health. Do financial advisors exhibit similar behavioral weaknesses?

10 questions to ask third-party asset managers

Money managers add value beyond investment expertise, freeing up time for advisors to do what they do best. How do you evaluate them?

The case for active over passive investing is really about investor behavior

Most investors do not behave in ways that are consistent with the benefits of passive investing. Are they better served by an actively managed approach?

3 indicators that can identify turns in market trend

It is important to recognize when an old trend may be coming to an end and to identify the start of a new market trend. Three simple pattern indicators can help.

10 practice secrets from ‘the best in the business’

How do top financial advisors continuously grow their client base, assets under management, and revenues—while solidifying long-term relationships with clients?

 

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Trending on social media

Determined by social media interaction

A financial advisor responds to 7 top client concerns

Educate your clients on the value of proactive money management—stressing risk management in helping them reach their financial goals.

Helping clients plan for a lifetime of financial well-being

LPL Financial’s Jim Hoogasian and Ed Gay say their emphasis is in developing financial plans that allow clients to progress toward their lifetime income needs.

A behavioral approach: A must for today’s financial advisor

Advisors who apply behavioral finance principles in their practice can build a unique element of trust and customization for each client relationship.

Introducing active investment management to IT professionals

Kent Treat views IT professionals as a rewarding segment for his practice. They “typically have an analytical orientation and appreciate the value of a sound plan.”

Customized financial planning that addresses specific client needs

Brent Mowinski is committed to customized financial planning for clients. He says, “We do a deep dive into every aspect of their financial lives, including their life goals.”

A financial advisor responds to 7 top client concerns

Educate your clients on the value of proactive money management—stressing risk management in helping them reach their financial goals.

Helping clients plan for a lifetime of financial well-being

LPL Financial’s Jim Hoogasian and Ed Gay say their emphasis is in developing financial plans that allow clients to progress toward their lifetime income needs.

A behavioral approach: A must for today’s financial advisor

Advisors who apply behavioral finance principles in their practice can build a unique element of trust and customization for each client relationship.

Introducing active investment management to IT professionals

Kent Treat views IT professionals as a rewarding segment for his practice. They “typically have an analytical orientation and appreciate the value of a sound plan.”

Customized financial planning that addresses specific client needs

Brent Mowinski is committed to customized financial planning for clients. He says, “We do a deep dive into every aspect of their financial lives, including their life goals.”

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