(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
"SMArtX is kicking off the new year with new products available on the manager marketplace. These help to expand our offerings and provide advisors with a comprehensive and diverse marketplace to meet their specific needs."
Financial advisors utilizing the Envestnet platform will now have access to Northern Trust Asset Management’s more than 35 years of expertise in customizing tax-aware portfolios for the ultra-high-net-worth market.