Alphabet Soup: Understanding SRI, ESG, and Sustainable Investing

A better understanding of sustainable investing can start with a definition of terms.

The 200-Year Forecast: A Brief History of Climate Change

Explore the history of climate change, along with potential economic opportunities in the years ahead.

Planning for the Future: Responsible ESG Retirement

Opportunities in ESG investing can help address retirement needs while supporting innovation and sustainability.

The Real Objective is Getting to the Goal

Advisors who make goals the focus of client interactions can help set the right direction.

Investing in Client Values

Interest in ESG investing exists among clients of varying wealth and age.

Total Cost of Ownership: Breaking Down Secondary Market Spread

Transaction costs for exchange traded funds include the spread. We look at how this figure is defined and calculated.

Advisor Atlas: Thinking About Tax Reform Under Trump

What shape might tax reform take under a GOP-controlled Congress and President Trump?

To Do What’s Right for the Client, Get to Know the Client

When managing risk, clear communication is essential.

Advisor Atlas: Republicans and Trump in the New Administration

Discussing the potential policies and politics of President Trump and the GOP-controlled Congress.

Don't Confuse Low Cost with Good Value

Beyond affordability, some passive approaches to investing may result in lost opportunities.

Welcome to the White House: Unpacking Trumponomics

A look at the potential market effects of President Trump’s economic agenda

Resetting Asset Class Expectations

Consider the importance of diversifying beyond the 60/40 portfolio paradigm.

Old Strategies May Not Work in a New World

In a changing investment landscape, a focus on risk management could be more important than ever before.

Managing Taxable Mutual Fund Distributions

As tax-filing deadlines approach, here are some thoughts on how to potentially manage taxable short and long-term capital gains.

Advisor Atlas: The Road Ahead – Regulation, Technology, and Capital Markets

A look at industry trends that could affect financial advisory practices.

Balancing Act: The Role of Active, Passive, and Risk in Portfolios

Understanding the pros and cons of active and passive investment strategies.

Prepare to Manage Market and Emotional Volatility

Helping clients connect potentially higher volatility with their portfolios.

5 ETF Trends for 2017

A look at some potential developments to watch for in exchange-traded funds in the coming year.

Seven Strategies for 2017

Navigating markets with confidence in 2017 will require advisors to have a more complete plan.

After the Inauguration: Preparing Clients for Potential Tax Policy Changes

Strategies to consider for managing tax policy risk while saving for retirement.

Key Market Themes for 2017

A look at potential macroeconomic trends in the year ahead.

Understanding Premium/Discount: More than Meets the Eye

When considering ETFs, know how premium/discount is calculated – and look at other factors.

ESG Strategies Could Make Retirement More Personal

Aligning with workers’ personal values may help increase defined contribution plan participation.

The Outlook for Outlooks

Market predictions alone are useless – what matters is the rationale behind the argument.

Advisor Atlas: Navigating the Changing Regulatory Environment

As the financial services industry undergoes regulatory change, clear communication with clients is essential.

Another Brexit? Understanding the Italian Referendum Result

In one sense, Italy’s "No" vote was another victory for populism, but it wasn’t a major surprise.

A Look at How The Trump Administration May Affect Capital Markets

Markets have reacted to the election results – but politics isn’t the only factor that should be considered in evaluating capital markets.

Driven to Create a Smoother Ride: Active ETFs

Active ETF strategies have an increased ability to navigate potentially volatile markets.

Trends in Low Volatility Investing

Taking stock of equity trends that may help manage market volatility and emotions.

Reflections on the U.S. Presidential Election

Understanding the potential market effects of the GOP’s 2016 election sweep.

Election Day Reflections: Interest Rates, Earnings, and Other Things

As a tumultuous election season comes to an end – a look at historical data on post-election volatility can provide some perspective.

Actively Managed ETFs: The Evolution of Exchange Traded Funds

The landscape of ETFs has changed dramatically. Explore the innovative role actively managed ETFs now play.

Three Questions to Ask About Growing Your Advisory Practice

Understanding new regulatory requirements, managing return expectations, and communicating about price vs. value.

Central Banks and the Definition of Insanity

After eight years, monetary policies that once boosted market confidence may now be undermining it.

Keep Your Balance: Portfolio Rebalancing Amid Rate Uncertainty

Advisors can help their clients understand the potential effects of interest rate changes.

Two Strategies for Tax-Efficient Portfolio Transitions

Creating a roadmap for changing portfolio positions.

The World Isn't Flat: Investing in a Deglobalized World

How might an increase in restrictive trade measures effect FAs and their clients?

How Can Advisors Help Clients Manage Their Emotions?

SVP Al Barabro discusses what makes clients feel unprepared and what advisors can do to help them.

Helping Investors Prepare for Retirement

Engaging with clients to formulate a comprehensive retirement strategy.

Helping Millennials PAYE Down Student Debt

Student loan debt is preventing many from saving for retirement.

Don't Get Tripped up: Understanding Wash Sale Rules

Four scenarios to be mindful of when changing portfolio positions.

Why Do Investors Break up with Financial Advisors

Guidelines for maintaining a healthy FA-client relationship.

The Truth About Employee Engagement: An Interview With Allan Schweyer

Allan Schweyer is an analyst and speaker on the topic of talent management. He has authored and co-authored several books on the subject.

Initial Thoughts on Brexit and a Sustainable World

The UK has woken up as a divided country. While 52% of the voters prefer to leave the European Union, 48% wanted to stay. At first glance, it looks...

Brexit Vote: The New Unknowns

Thursday’s historic “Leave” vote in the UK will have both immediate and long-term consequences for the global economy and financial markets.

Confusion, Conflict, and the Need for Professional Investment Advice

Aware of the challenges they face, investors remain unsure about how best to accomplish their long-term financial goals.

Five Portfolio Dilemmas

Five portfolio dilemmas that can occur amid challenging market conditions...

Three Myths About Indexing

Chief Market Strategiest David Lafferty looks the potential benefits and drawbacks of passive strategies

Why Market Volatility Could Be Here to Stay

Market gyrations over the past year may feel extreme to some, but history suggests investors need to get used to it. Stock market volatility levels...

When is it Time to Recognize Capital Gains

Early 2016 delivered a jolt to many investors, as U.S. equity markets fell 8% in the first four days of trading. Episodes of market volatility...

Optimized Retirement Planning: Managed Risks, Focused Outcomes

This article is the third in a series on funding life in retirement. Investors face a multitude of complex issues and important decisions as they enter...

Renewables Among Mega Trends Reshaping the World

For the first time ever, renewable energy made up a majority of all new electricity-generating capacity added worldwide in 2015, according to a recent United Nations report.

The Five Principles of Inspired Retirement – An Innovative Framework for an Authentic Need

This article is the second in a series focusing on funding life in retirement. As the responsibility for funding retirement shifts from governments...

A New Approach: 5 Principles for Funding Life in Retirement

This article is the first in a series focusing on funding life in retirement. Retirement remains the number one priority of investors worldwide.

The All-Weather Investor: Informed, Prepared, Focused

Natixis Global Asset Management believes in a consultative approach to portfolio construction and asset allocation. To that end, we work hard to...

Negative Rates and the Central Bank Punch Bowl

Are you confused by all the central bank talk today? You are not alone. Terms like “quantitative easing” and “negative interest rates” do not come...

Harvesting Tax Losses Year Round

For tax season, we’re reprising a collection of articles on the subject of tax management. The following is the last in a series of five articles.

How Taxes Impact Asset Allocation in Retirement Planning

For tax season, we’re reprising a collection of articles on the subject of tax management. The following is the fourth in a series of five articles. Whe...

Tax Alpha: Revealing the Value Add of Tax Management in Client Portfolios

For tax season, we’re reprising a collection of articles on the subject of tax management. The following is the third in a series of five articles.

Einstein, Gravity, and Taxes

The hardest thing in the world to understand is income taxes. Attributed to Albert Einstein, by his tax accountant, Leo Mattersdorf. Those words...

Tax Planning as a Catalyst to Deepen the Advisor - Client Relationship

For tax season, we’re reprising a collection of articles on the subject of tax management. The following is the first in a series of five articles. In...

4 Tax Strategies for Retirement Distribution Planning

As clients move from the accumulation to the distribution phase of retirement planning, an effective tax strategy can minimize taxes and maximize...

China Syndrome: Healthy Correction or Bear Market?

It is often said that when China sneezes, Asia catches the flu. As China’s economic might has grown over the last decade, we’ve come to learn that the...

How to Talk to Clients About Alternatives

Talking with clients about alternatives can be challenging, but low yields in the fixed-income space and upticks in volatility have increased the...

Income vs. Outcome: Matching Retirement Funding with Retirement Expenses

In recent years, interest rates have languished near record lows. Many retired investors who depend on investment interest alone to cover their...

Building Teams the Right Way

With the average age of financial advisors now well over 50, the financial advisory industry needs young professionals. Thankfully, many...

Two Key Elements of Successful Mentoring

Access to experience and knowledge through mentoring can increases the likelihood that new financial advisors will succeed. Nevertheless, some...

Taxes in Retirement: How Investors Can Prepare

For advisors seeking to add value for clients who are entering or who are already in retirement, implementing tax efficient investment strategies can...

Implementing a Systematic Rebalancing Program Can Pay Dividends

Asset allocation possesses the potential to help investors manage risk adjusted return. However, portfolio adjustments should not be considered...