Discussing the potential advantages of taxable retirement accounts for pre-retirees.
Discussing the causes and potential consequences of the UK’s "Leave" vote.
Advisors can help clients acquire basic knowledge of exchange traded funds (ETF's).
Understanding potential market trends in early 2017 requires a look at the market’s recent optimism.
A better understanding of sustainable investing can start with a definition of terms.
Explore the history of climate change, along with potential economic opportunities in the years ahead.
Opportunities in ESG investing can help address retirement needs while supporting innovation and sustainability.
Advisors who make goals the focus of client interactions can help set the right direction.
Interest in ESG investing exists among clients of varying wealth and age.
Transaction costs for exchange traded funds include the spread. We look at how this figure is defined and calculated.
What shape might tax reform take under a GOP-controlled Congress and President Trump?
When managing risk, clear communication is essential.
Discussing the potential policies and politics of President Trump and the GOP-controlled Congress.
Beyond affordability, some passive approaches to investing may result in lost opportunities.
A look at the potential market effects of President Trump’s economic agenda
Consider the importance of diversifying beyond the 60/40 portfolio paradigm.
In a changing investment landscape, a focus on risk management could be more important than ever before.
As tax-filing deadlines approach, here are some thoughts on how to potentially manage taxable short and long-term capital gains.
A look at industry trends that could affect financial advisory practices.
Understanding the pros and cons of active and passive investment strategies.
Helping clients connect potentially higher volatility with their portfolios.
A look at some potential developments to watch for in exchange-traded funds in the coming year.
Navigating markets with confidence in 2017 will require advisors to have a more complete plan.
Strategies to consider for managing tax policy risk while saving for retirement.
A look at potential macroeconomic trends in the year ahead.
When considering ETFs, know how premium/discount is calculated – and look at other factors.
Aligning with workers’ personal values may help increase defined contribution plan participation.
Market predictions alone are useless – what matters is the rationale behind the argument.
As the financial services industry undergoes regulatory change, clear communication with clients is essential.
In one sense, Italy’s "No" vote was another victory for populism, but it wasn’t a major surprise.
Markets have reacted to the election results – but politics isn’t the only factor that should be considered in evaluating capital markets.
Active ETF strategies have an increased ability to navigate potentially volatile markets.
Taking stock of equity trends that may help manage market volatility and emotions.
Understanding the potential market effects of the GOP’s 2016 election sweep.
The landscape of ETFs has changed dramatically. Explore the innovative role actively managed ETFs now play.
Understanding new regulatory requirements, managing return expectations, and communicating about price vs. value.
After eight years, monetary policies that once boosted market confidence may now be undermining it.
Advisors can help their clients understand the potential effects of interest rate changes.
Creating a roadmap for changing portfolio positions.
How might an increase in restrictive trade measures effect FAs and their clients?
SVP Al Barabro discusses what makes clients feel unprepared and what advisors can do to help them.
Engaging with clients to formulate a comprehensive retirement strategy.
Student loan debt is preventing many from saving for retirement.
Four scenarios to be mindful of when changing portfolio positions.
Guidelines for maintaining a healthy FA-client relationship.
Allan Schweyer is an analyst and speaker on the topic of talent management. He has authored and co-authored several books on the subject.
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...
Thursday’s historic “Leave” vote in the UK will have both immediate and long-term consequences for the global economy and financial markets.
Aware of the challenges they face, investors remain unsure about how best to accomplish their long-term financial goals.
Five portfolio dilemmas that can occur amid challenging market conditions...
Chief Market Strategiest David Lafferty looks the potential benefits and drawbacks of passive strategies
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...
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...
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...
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.
This article is the second in a series focusing on funding life in retirement. As the responsibility for funding retirement shifts from governments...
This article is the first in a series focusing on funding life in retirement. Retirement remains the number one priority of investors worldwide.
Natixis Global Asset Management believes in a consultative approach to portfolio construction and asset allocation. To that end, we work hard to...
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...
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.
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...
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...
As clients move from the accumulation to the distribution phase of retirement planning, an effective tax strategy can minimize taxes and maximize...
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...
Talking with clients about alternatives can be challenging, but low yields in the fixed-income space and upticks in volatility have increased the...
In recent years, interest rates have languished near record lows. Many retired investors who depend on investment interest alone to cover their...
With the average age of financial advisors now well over 50, the financial advisory industry needs young professionals. Thankfully, many...
Access to experience and knowledge through mentoring can increases the likelihood that new financial advisors will succeed. Nevertheless, some...
For advisors seeking to add value for clients who are entering or who are already in retirement, implementing tax efficient investment strategies can...
Asset allocation possesses the potential to help investors manage risk adjusted return. However, portfolio adjustments should not be considered...