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The deal to buy Natixis' overlay management services comes amid a general push by the St. Louis-based firm to broaden its appeal to HNW clients.
July 1 -
President Donald Trump's multitrillion-dollar tax and spending package moved closer to reality after it passed the Senate.
July 1 -
The Senate narrowly approved President Trump's tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators.
July 1 -
At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.
May 28 -
The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.
May 22Natixis Investment Managers Solutions -
Wealthy Americans and business investors are among the big winners while targets of Trump's ire such as immigrants and elite universities were hammered.
May 14 -
A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.
May 12 -
From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.
April 8IRALOGIX -
Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.
April 7 -
Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.
April 2