Gitterman Wealth Management co-founder Jeffrey Gitterman on how his firm focuses on sustainable investing, making sense of ESG data and where he sees opportunities for advisors to grow.
In this week's fund news, direct indexing platform Veriti nears $1 billion in AUM; J.P. Morgan to convert four mutual funds to ETFs; and Hartford enters the ESG ETF market.
Gavin Spitzner, president of Wealth Consulting Partners, details the many ways in which financial technology is growing, even as advisors and wealth managers are underutilizing the tools available to them.
Are you rolling the dice with your client's portfolio? Join this webinar on August 18th at 2pm ET / 11am PT for a presentation that wil cover effective tools and strategies to help clients navigate unprecedented market dynamics.
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