Equity Allocations Hit All-Time High in Model Portfolios

Advisors boosted stock allocations to record levels in 2H 2021 according to data from the Natixis Investment Managers Solutions Portfolio Barometer.

  • February 23, 2022
Emotional Intelligence – A Tool for Financial Advisors

Successful leaders from various fields show exceptional emotional intelligence – these traits can also enhance financial advisors’ client relationships.

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.