(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
Global oil markets face another week of turmoil after a US attack on Iran’s main export hub heightened risks to supply across the Middle East.
Financial planning has always been essential. Rarely has it been exciting—or truly central to the advisor-client relationship. Matt Wilson, Head of Business Strategy at Envestnet MoneyGuide, is working to change both. From goals-based planning and collaborative client tools to the upcoming Dash product and a pragmatic AI roadmap, Wilson lays out what a genuinely planning-first practice looks like—and how the technology to support it is finally catching up to the vision.