Practice Management
June Sarpong: Why Business Success Depends on Diversity and Inclusion
This globally acclaimed author and broadcaster explains the difference between diversity and inclusion and practical takeaways for all.
Tax-Efficient Portfolio Transitions Using Direct Indexing
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition
The competitive landscape is changing and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.
ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
Using Analytics to Help Advisors Build Better Portfolios
Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.