Despite optimism for their book of business, most (84%) advisors admit business development is a challenge. In a typical week, they dedicate just 9% of their time to prospecting new clients.
Natixis: Equities accounted for 2/3 of 2018 losses after driving 2017 gains
February 27, 2019 by
Moderate-risk portfolios that saw double-digit gains aided by overweight allocations to equities in 2017 suffered grave losses in 2018 due to overexposure to the same asset class, said Natixis's Marina Gross.
Natixis: Risk-taking paid off in 2017, with active portfolios outperforming passive
April 4, 2018 by
Passive allocations spiked to 22.8% early in the year, but fell to 20.7% by year-end, a sign that the steady rise of passive investments since 2013 may be beginning to taper, said Natixis's Marina Gross.
