Overview: |
Title: The eve of disruption: 5 trends that will upend advice as we know it |
Date: Wednesday, July 9, 2025 |
Time: 1:00 PM Eastern Daylight Time |
Duration: 1 hour |
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Summary: |
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On Demand CE
Accepted for 1 CFP / IWI / CFA CE Credit |
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Speaker: |
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Dave Goodsell is Executive Director of the Natixis Center for Investor Insight, a research program dedicated to the analysis and reporting of issues and trends important to investors, their financial professionals, money managers, employers, governments and policymakers.
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About the survey
Natixis Investment Managers, Global Survey of Individual Investors, conducted by CoreData Research in February and March 2025. Survey included 7,050 individual investors in 21 countries.
Disclosure
The views and opinions expressed may change based on market and other conditions. This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted.
Actual results may vary.
All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.