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

The Best of
Proactive Advisor Magazine: Volume 25

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 25.”

Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.

Editors’ picks

Chosen by our editors

Are we in a ‘kids market’?

In a “kids market,” traders making the most money are those too young to remember the last bear market—thereby lacking a healthy appreciation for risk.

Controlling risk that doesn’t go away

Using tools such as volatility stabilization, trend following, and leverage can significantly help in reducing portfolio risk while improving risk-adjusted returns.

Growing a referral network

Learn how advisor Trish Beine reinforces current client relationships, works to get her firm’s name out, and generates new prospects through networking.

Providing a human touch for clients

Advisor Lannie Wright says his humanistic planning approach is defined by his “love of working with people as people, not just as clients.”

Whispers, walk-downs, jumps, and drift: The complex behavior behind corporate earnings announcements

Trading on earnings announcements means understanding and mastering a unique and highly complex set of behavioral dynamics. Is it even worth trying?

Are we in a ‘kids market’?

In a “kids market,” traders making the most money are those too young to remember the last bear market—thereby lacking a healthy appreciation for risk.

Controlling risk that doesn’t go away

Using tools such as volatility stabilization, trend following, and leverage can significantly help in reducing portfolio risk while improving risk-adjusted returns.

Growing a referral network

Learn how advisor Trish Beine reinforces current client relationships, works to get her firm’s name out, and generates new prospects through networking.

Providing a human touch for clients

Advisor Lannie Wright says his humanistic planning approach is defined by his “love of working with people as people, not just as clients.”

Whispers, walk-downs, jumps, and drift: The complex behavior behind corporate earnings announcements

Trading on earnings announcements means understanding and mastering a unique and highly complex set of behavioral dynamics. Is it even worth trying?

Always stay connected

 

Top viewed

Chosen by our readers

Bear market trading strategies: Choppy vs. trending

Bear markets can exhibit very different behaviors. By tracking “choppy versus trending,” traders can see what kind of strategies are most likely to be successful.

Using behavioral finance to better guide clients

Advisors can benefit from using behavioral finance when working with clients—educating about risk and the importance of sticking to a long-term financial plan.

How financial advisors can make a great ‘first impression’

People can form first impressions quickly, and those impressions can last longer than one might expect. How can financial advisors tilt the odds in their favor?

What to expect from market years ending in ‘0’

Since 2020 is an election year, its positive presidential-cycle tendencies might overcome the usual negativity of years ending in “0.”

Refocusing on key aspects of financial planning for 2020

A report by Spectrem Group reveals a gap between the financial-planning services that clients think should be included versus those delivered by many advisors.

Bear market trading strategies: Choppy vs. trending

Bear markets can exhibit very different behaviors. By tracking “choppy versus trending,” traders can see what kind of strategies are most likely to be successful.

Using behavioral finance to better guide clients

Advisors can benefit from using behavioral finance when working with clients—educating about risk and the importance of sticking to a long-term financial plan.

How financial advisors can make a great ‘first impression’

People can form first impressions quickly, and those impressions can last longer than one might expect. How can financial advisors tilt the odds in their favor?

What to expect from market years ending in ‘0’

Since 2020 is an election year, its positive presidential-cycle tendencies might overcome the usual negativity of years ending in “0.”

Refocusing on key aspects of financial planning for 2020

A report by Spectrem Group reveals a gap between the financial-planning services that clients think should be included versus those delivered by many advisors.

 

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Trending on social media

Determined by social media interaction

Black swans & the ‘10 best days’ myth: Can investors prepare for market outliers?

How much effect do market outliers have on long-term performance? Can investors prepare for anomalies, or are they truly ‘black swans’ that cannot be managed?

Transitioning clients of an acquired practice

How did Chris Harbuck transition clients from an acquired practice? Clear communication, the help of the former principal, and taking ownership of relationships.

Capitalizing on niches

Savvy advisors target specific audiences to gain a competitive edge—demonstrating how proactive strategies can meet the objectives of a particular client segment.

4 ways to grow your business with relationship building

Learn why advisor Joshua Hernandez believes the key to business growth is relationship building in all areas of one’s professional and personal life.

Committed to clients’ personal success

Advisor Mira Mizrahi says her goal is to execute a planning process that provides “the professional guidance people need to succeed in achieving their dreams.”

Black swans & the ‘10 best days’ myth: Can investors prepare for market outliers?

How much effect do market outliers have on long-term performance? Can investors prepare for anomalies, or are they truly ‘black swans’ that cannot be managed?

Transitioning clients of an acquired practice

How did Chris Harbuck transition clients from an acquired practice? Clear communication, the help of the former principal, and taking ownership of relationships.

Capitalizing on niches

Savvy advisors target specific audiences to gain a competitive edge—demonstrating how proactive strategies can meet the objectives of a particular client segment.

4 ways to grow your business with relationship building

Learn why advisor Joshua Hernandez believes the key to business growth is relationship building in all areas of one’s professional and personal life.

Committed to clients’ personal success

Advisor Mira Mizrahi says her goal is to execute a planning process that provides “the professional guidance people need to succeed in achieving their dreams.”

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Become a featured proactive advisor

Active Management 101

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