(Natixis Investment Management) Q1 2024 represented a somewhat muted period from a tax loss harvesting perspective. Investors oftentimes have at least some exposure to underperforming names. This harvesting opportunity varies quite a bit based on client-specific events
Wall Street Turns to ‘Haven-First’ Strategy Amid Iran Crisis
As client expectations shift and generational wealth moves, advisory practices face mounting pressure to deliver personalized experiences at scale. Andrew Stavaridis, Chief Relationship Officer at Envestnet, discusses how the firm seeks to help advisors close operational gaps, integrate financial planning more deeply, and position themselves to capture assets in motion—all while maintaining the relationship building that defines successful practices. Learn how Envestnet is investing over $1 billion to support advisor growth.