(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
"As AI reshapes our industry, advisors have an extraordinary opportunity to anticipate what's next, simplify complexity, and focus on higher order activities," says Chris Todd. "Elevate is where this and our Adaptive WealthTech comes to life."
“GeoWealth’s technology platform empowers advisors to seamlessly deliver customized portfolios combining public-private investment solutions at scale to their clients," said Bryon Lake, who joins the board.