In: Navigator Insights
What Clients Want: The Case for Collaborative Portfolio Construction
April 5, 2017These days, the DIY attitude has spread across industries and, more than ever, people are taking on projects themselves that historically…
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Health Tracking vs. Wealth Tracking
November 9, 2016Surprising Results on Fitness Trackers & Implications for Investing A new study released this September in the Journal of the American…
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Delivering Anxiety-Adjusted Returns with a Time Segmented Approach
November 2, 2016Time and time again, advisors say their largest challenge is managing client emotions. If clients are unhappy or anxious about their…
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High Yields: Love ‘em if You Can Leave ‘em
August 19, 2016Investor demand for high yield debt has been strong in recent months. And even though spreads have come down and the…
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Is Your Client a Modern-Day Sisyphus?
July 14, 2016Three Ways to End the Vicious Cycle In Greek mythology, the gods punished King Sisyphus for bad behavior by forcing him…
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Gain over Pain: Helping Investors Stay in the Game
June 1, 2016Our Two Primary Motivators Are Not Equal Psychologists assert that all human motivation can be divided into two categories: gain and…
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Collaboration — the New Model for High-Net-Worth Investors?
April 28, 2016Portfolio Construction Evolved If you’re seeking to grow your high-net-worth client base, I’d like to propose a new framework for the…
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These Are the Times When Great Advisors Shine
February 11, 2016In mid-January, the phrase “sell stocks” hit its highest search frequency since 2008 (the year of the financial crisis) according to…
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Commit to a Great Communication Strategy in 2016
January 12, 2016Over the holidays, I spent a week in Tulum, Mexico on the Yucatan Peninsula. While communication best practices might not be…
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Managing Fixed Income in a Changing Interest Rate Environment
November 9, 2015Tired of the constant chatter about where interest rates are headed and what will happen when they finally rise? We’ve compiled…
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To Personalize Investments, Start with a Process
November 6, 2015It’s pretty widely accepted that all types of consumers today are demanding products and services that cater specifically to their unique…
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Three Ways Income Planning Can Help Your Clients Navigate The Future
September 9, 2015Today’s investor has an average of 3.6 relationships with financial services providers.1 While diversifying among asset classes is one of the…
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Active, Passive and Personal
July 27, 2015Building Better Investment Strategies by Putting the Client First Our Chief Investment Officer, Sean Clark, recently participated in a panel at…
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Why It’s Time to Stop Reading About Robo Advisors
June 10, 2015It’s always a good idea to evaluate your industry’s competitive landscape. You’ll probably learn a lot in the process and might…
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Investment Trends Shaping Our Industry’s Future
April 24, 2015I attended iShares Connect in New York this week, a conference focused on bringing together industry leaders in the ETF space….
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How Organization Promotes Successful Outcomes
April 16, 2015As investment professionals, we know that clients may often need our help in maintaining a long-term perspective on their investments. Helping…
Read MoreTime to Ratchet Up Risk Management?
March 23, 2015Volatility Is Back in Vogue March 9th marked the sixth anniversary of the current bull market. Since the average bull market…
Read MorePersonalized Risk Management: Helping Clients Make Smarter Decisions about Their Money
March 5, 2015In a 2014 survey conducted by CEG Worldwide and the Money Management Institute1, affluent clients ranked the top five services they…
Read MoreIs It Time for Our Industry To Embrace Mass Personalization?
February 2, 2015Nike. Coca-Cola. Oakley. They are all top brands in the global marketplace and they have all led the charge towards mass…
Read MoreHas Diversification Lost Its Luster?
December 16, 2014One of the most basic tenets of investing has been the importance of diversification. Individual investors can quickly understand the concept…
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