By: Patty Quinn McAuley, CFP®

Navigator Insights
Investment Trends Shaping Our Industry’s Future
April 24, 2015

I attended iShares Connect in New York this week, a conference focused on bringing together industry leaders in the ETF space….

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Navigator Insights
How Organization Promotes Successful Outcomes
April 16, 2015

As investment professionals, we know that clients may often need our help in maintaining a long-term perspective on their investments. Helping…

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Navigator Insights
Time to Ratchet Up Risk Management?
March 23, 2015

Volatility Is Back in Vogue March 9th marked the sixth anniversary of the current bull market. Since the average bull market…

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Navigator Insights
Personalized Risk Management: Helping Clients Make Smarter Decisions about Their Money
March 5, 2015

In a 2014 survey conducted by CEG Worldwide and the Money Management Institute1, affluent clients ranked the top five services they…

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Navigator Insights
Is It Time for Our Industry To Embrace Mass Personalization?
February 2, 2015

Nike. Coca-Cola. Oakley. They are all top brands in the global marketplace and they have all led the charge towards mass…

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Navigator Insights
Has Diversification Lost Its Luster?
December 16, 2014

One of the most basic tenets of investing has been the importance of diversification. Individual investors can quickly understand the concept…

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Navigator Insights
Are Bond Investors Turkeys?
November 25, 2014

Five Ways Investors Can Avoid Getting Cooked In captivity, a turkey spends its life expecting to be fed well and expecting…

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Navigator Insights
A Healthy Serving of Active and Passive
October 29, 2014

What the Investment Industry Can Learn from the Nutrition World Lately, we’ve seen a proliferation of articles touting the end of…

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Definitions
A Guide to Commonly Used Advisory Terms
July 7, 2014

UMA (Unified Managed Account). An account that can utilize several independently managed strategies in one account to implement a desired asset…

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