Industry Trends | Proactive Advisor Magazine

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

The following posts are related to industry trends. Scroll down to see more articles.

Intergenerational attrition, not AI, might be advisors’ most relentless threat

by Jeffrey Briskin | Jul 8, 2026 | Industry insights

Bringing active management to 401(k)s through the SDBA option

by Proactive Advisor Magazine | Jul 8, 2026 | Practice management

How advisors can help close the financial literacy gap

by Katie Kuehner-Hebert | Jul 8, 2026 | Advisor perspectives

Documenting your proprietary client process offers powerful differentiation

by Jon Cook | May 6, 2026 | Industry insights

Cybersecurity in wealth management: How AI is reshaping risk

by Katie Kuehner-Hebert | May 6, 2026 | Advisor perspectives

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