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Leveraging Technology & Data
Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated!
Leveraging Technology & Data
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Leveraging Technology & Data
Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ
Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future.
Sustainable Investing
Does ‘ESG’ Mean the Same Thing to You and Your Client?
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to each client, and to be able to meet each client's need with a portfolio that addresses their values.
Sustainable Investing
An Investor's Guide to Understanding Federated's Money Management
Overview of Federated's approach to managing money market funds, including process, philosophy and intensive credit analysis.
Sustainable Investing
United Nations Sustainable Development Goals
The SDGs are a universal set of goals, targets and indicators for global development.
Sustainable Investing
ESG Investing: A Social Uprising
This piece is approved to use with clients.
Whether a true believer in ESG investing or new to the concept, benefit from a deeper understanding on how ESG integration generates risk-adjusted returns.
Sustainable Investing
The ABCs of ESG
This piece is approved to use with clients.
ESG Investing includes the analysis of environmental, social and corporate governance risk factors into the investment process to gain a more expansive view of the risks faced by companies and the impact of these factors on potential returns.