Practice Management
Financial Advisors React to Markets in First Half 2022
Portfolio Barometer offers insights as inflation persists, markets remain volatile, and fears of recession grow: 60/40 portfolio under pressure.
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.
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.
6 Insights About Millennial Investors
Our research reveals why assumptions about Millennial investors may be all wrong.
Investor Sentiment 10 Years After the Global Financial Crisis
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
Winning Trust: Individual Investor Survey
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.