The Best of
Proactive Advisor Magazine: 2022
Here’s your chance to catch up with our best articles of the year. Get insights from several of the successful advisors we interviewed in 2022, as well as this year’s top editorial features on investment philosophy and strategy, risk management, market analysis, and practice management.
Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Popular On Social Media.
On behalf of our editorial team, we wish you an enjoyable holiday season and a prosperous new year.
Editors’ picks
Pathways to growth: Capital Group’s 2022 advisor benchmark study
Capital Group’s 2022 study finds the highest-growth advisory practices focus on client acquisition, value-added services, and business-management best practices.
How gold can help in creating a more optimal portfolio allocation
Investors concerned about capital preservation in times of risk—and optimized returns in favorable times—should consider gold as a portfolio element.
Social media—done right—can yield tangible business growth
Advisor Trevor Cochrane says social media takes time and effort, but it can yield tangible client and revenue growth.
The diversification dilemma: Tactical management and today’s evolving markets
Today’s investing environment makes achieving diversification across “risk” asset classes hard. Investors should consider tactical asset-allocation strategies.
Prepare for a continuing bear—and a new bull market
Having an offensive strategy in place for the next bull market is just as important as having a risk-management strategy to help mitigate bear market losses.
Top viewed
NASDAQ/SPX relative strength is a powerful indicator
The NASDAQ/SPX relative-strength indicator has been effective over a long period. The equity market has performed much better when the NASDAQ leads the SPX.
Remembrances of the 1973–1974 bear market
Technical analyst Larry McMillan discusses the trend reversals of the 1973-1974 bear market, noting the similarities to the volatile market seen in 2022.
Referral road map: How to replicate your 10 best clients
Finding prospective clients is a common challenge for today’s advisor. Is your referral strategy as effective as it can be?
‘Believable’ misinformation is a danger to long-term retirement goals
Many investment “truths” are clearly myths. Advisors and their clients should not accept information seen as common knowledge if it is not entirely accurate.
Recession unlikely in 2022
First Trust says a recession may come but is probably two years away, corporate earnings could exceed expectations, and equities may rebound this year.
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Popular on social media
What our firm offers new advisors: What can they offer our firm?
When adding advisors to his firm, Ivan Illan looks for an experiential and cultural fit and those who “wish to pursue excellence in guiding their clients.”
Helping clients achieve ‘true success’
Advisor Daniel J. Friedman says his firm defines “true success” for a client as having a great lifestyle plus money multiplied by the time to enjoy it.
How behavioral finance is delivering alpha
Behavioral investing analyzes the collective emotional mistakes made by market participants and then creates an investment approach that can yield strong performance.
Successful advisors on the top benefits of outsourced investment management
Outsourced investment management offers advisors access to innovative solutions and more time for client relationships and building their businesses.
Why active investment management makes sense for clients
Advisor Lanny Marks teaches clients that active portfolio management evaluates and adjusts investment allocations based on empirical information, not emotion.
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