Practice Management

Advisor allocations remained cautious despite strong equity market returns in the first half, according to the Natixis Portfolio Barometer analysis.

The competitive landscape is changing, and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.

Our research reveals why assumptions about Millennial investors may be all wrong.

Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.

Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.