(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
U.S. Fed Reserve Governor Waller said he met with Treasury Secretary Scott Bessent recently to further discuss his possible nomination as Fed Chair.
Orion CEO Natalie Wolfsen explains how the platform goes beyond features and integrations to focus on what matters most: advisor growth and client outcomes. From AI-powered workflows to CRM-native solutions and an open-architecture philosophy that embraces competition, Wolfsen discusses how Orion is building infrastructure for the future of wealth management—where technology, wealth solutions, and servicing converge to help advisors thrive.