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Investing Ideas
Guide to ESG Investing
Even through the downturn in early 2020, you may have noticed clients still considering investments in line with their Environmental, Social, and Governance (ESG) values. Our four-step guide provides a framework for discussing sustainable investing as part of your financial planning process.
Investing Ideas
Ask the PMs: Outlook and Positioning in Our Asset Allocation Portfolios
Senior Portfolio Manager/Co-Head of Target Risk Strategies Dan McNeela and Portfolio Manager, Active Asset Allocation, Michelle Ward will talk about positioning in our Asset Allocation series and their outlook for key asset classes.
Investing Ideas
Ask the PM: Dividend Strategies
Join Portfolio Manager George Metrou, who will discuss where he's seeing opportunities in the current market and how the economic slowdown has affected how he manages our Dividend portfolios today.
Human Capital
Build a More Diverse Practice Now
This piece is approved to use with clients.
A special post on why diversity matters in advisory firms.
Human Capital
Leading With Compassion and Driving Diversity
This piece is approved to use with clients.
A special post on diversity and leadership.
Human Capital
Lessons Learned: What Factors influence DE&I as Strategy
This piece is approved to use with clients.
The sixth in a series of 10 blog posts exploring how to create a diverse, equitable and inclusive culture.
Human Capital
Diversity, Equity and Inclusion: The Team Approach
This piece is approved to use with clients.
The fifth in a series of 10 blog posts exploring how to create a diverse, equitable and inclusive culture.
Human Capital
Finding Talent – Relying on Personal Networks Won’t Get You to Diversity
This piece is approved to use with clients.
Diversity, according to research from McKinsey & Company may be correlated with both profitability and value creation. Deloitte's research suggests that diversity and inclusion may not only impact performance, but also brand and corporate purpose. To reap the rewards of gender and other types of diversity, however, financial advising firms may need to adjust their recruiting mindset.
Human Capital
The Culture of Diversity – It’s a Better One According to Advisors
This piece is approved to use with clients.
Financial advising may have a diversity problem. In fact, with reportedly 81% of the financial advisors being white, advising may be one of the least diverse professions in the United States. It should be no surprise then that, according to the Knight Foundation research, only 1.3% of assets are managed by women or minority-owned firms as of 2019.