What to Know About ESG Funds
Environmental, social and governance (ESG) funds are an increasingly popular — and controversial — financial investing option. Advisors can help clients assess the merits of ESG funds, the expected returns and how to get started. ESG funds are investment vehicles that focus on sustainable, ethical and socially responsible investing while still generating strong returns. ESG investing cri...
For Financial Advisers: Business Trends to Watch in 2021
ROGER WOHLNER, TheStreet, JAN 4, 2021 From virtual meetings and sustainable investing to succession plans, here are 2021 strategies for financial advisory firms. As we look ahead into 2021, it will be interesting to see what’s next for the financial advisory business. We saw changes in the financial advisory landscape in 2020 due to the COVID-19 pandemic. In some cases the pandemic accel...
