Practice Management

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.

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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.

  • March 26, 2020
Diversity in Asset Management: Staying Ahead of Investor Expectations

A diverse workforce challenges conventional thinking and creates a more dynamic and rewarding work environment. It may also lead to better experiences for clients.

4 Reasons to Rebalance Portfolios

Portfolio rebalancing may be one of the more underrated aspects of investment management, but it’s a proven technique for pursuing better returns over time.

How to FIRE Up Your Practice: Financial Independence, Retire Early

As the FIRE Movement (Financial Independence, Retire Early) gains traction, it’s creating new opportunities for financial advisors.

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.

Building a Suite of Model Portfolios for Clients

Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.

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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.

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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
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Finding Tax Efficiency Now

Financial professionals become more attuned to the potential effects of taxes on their investment portfolios.

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.