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

The Best of
Proactive Advisor Magazine:
Volume 35

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 35.”

Please scroll down to view our editors’ picks, our top-viewed articles, and what’s popular on social media.

Editors’ picks

‘Money Moves’ offers readers new ways to think about retirement

Advisor Tara Nolan shares the philosophy behind her best-selling book, “Money Moves: Change Where Your Money Lives, Change How Your Financial World Grows.”

Thought leadership in comprehensive wealth management

Brad Creger says his firm acts as both a “financial architect and general contractor” in the designing and implementation of clients’ financial plans.

SmartVestor Pro referral program introduces highly motivated clients

Advisor Ryan Barber says his experience as a SmartVestor Pro has helped him convert inquiries from prospects into deeper financial-planning relationships.

Why advisors continue to favor risk-managed strategies

Financial advisors continue to turn to risk-managed strategies that seek less-volatile growth through full market cycles.

Employing intellectual capital on behalf of clients

Advisor Ivan Illan’s broad experience, coursework, and research have helped him acquire the intellectual capital, knowledge, and skills to serve clients well.

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Top viewed

On the cusp of change: North American wealth management in 2030

The wealth-management industry will change in the next 10 years due to evolving customer segments, technological advances, and shifting competitive dynamics.

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.

Guggenheim: Putting pullbacks in perspective

Investors should make a plan with their financial advisors that addresses market pullbacks and is informed by historical perspective, not emotion.

‘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 accurate.

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?

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