ESG
The latest news on investment strategies that focus on environmental, social and governance factors (or ESG investing), socially responsible investing (SRI) and impact investing.
July 20, 2023
Savvy Wealth Unveils Generative AI Platform for AdvisorsThe new platform includes a CRM system, client portal and compliance/back-office support.
May 10, 2023
Climate Impact Rule Likely on the Ropes: SEC RoundupThe SEC didn't adequately consider whether investors even care about climate disclosures, former commissioner Paul Atkins says.
May 04, 2023
Florida's DeSantis Swings Back at ESG With New LawThe new House Bill 3 could create complications for investment managers in a wide range of practices.
April 06, 2023
How Biden's Veto of Anti-ESG Bill Could Affect Your Clients' RetirementThe battle over ESG investing regulations is far from over, and advisors need to pay attention.
April 06, 2023
Morgan Stanley's 1GT Invests in AI-Focused Analytics Startup: Tech RoundupIn addition, Orion's Redtail platform has integrated with Flourish.
March 20, 2023
Biden Vetoes Anti-ESG BillThe bill would have thwarted a rule allowing retirement portfolio managers to weigh climate change and other ESG issues.
March 16, 2023
How Sallie Krawcheck's Ellevest Is Investing in WomenIt's "the best-kept secret in the industry," the CEO tells ThinkAdvisor.
March 09, 2023
15 Most Overpaid CEOs of Public Companies: 2023CEOs of S&P 500 companies received 324 times more than their median-paid workers on average, a report says.
March 06, 2023
How Gender Lens Investing Can Help You Attract and Retain ClientsGender lens investing can create a positive impact while giving you an advantage over the competition.
March 02, 2023
Anti-ESG Bill Passes Senate as Biden Threatens First VetoThe bill strikes down a Labor Department rule allowing retirement plans to weigh climate change and ESG factors.