Practice Management
Banking, Finance, and the Biden Agenda: What’s Ahead?
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
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.
The Role of ETF Strategists: What They Do and How They Can Help
A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.
The Art – and Science – of Building Better Model Portfolios
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
Assessing the Impact of Biden’s Tax Proposal on Investment Returns
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.
Rebalancing Portfolios in Volatile Markets
See why monitoring portfolio allocations for drift, and rebalancing as necessary, has the potential to generate meaningful benefits for clients.
- May 19, 2020
- Curt Overway
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.
6 Insights About Millennial Investors
Our research reveals why assumptions about Millennial investors may be all wrong.
Are You Maximizing Your After-Tax Wealth?
Insight on tax-efficient beta and portfolio construction from a pioneer in index-based, separate account solutions.
Integrated Portfolio Implementation®
Learn how to coordinate complex client portfolios in real time and potentially improve investment outcomes related to taxable gains, rebalancing, and customization.
- March 19, 2019
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.