ESG: Build Relationships With Older Clients & Their Children

Theresa Gusman, CIO of First Affirmative Financial Network, says ESG has gone from "nice to have" to "must have." She explains how to bring sustainable investing to life for clients.

Theresa Gusman, CIO of First Affirmative Financial Network, says ESG has gone from “nice to have” to “must have.”

She explains how to bring sustainable investing to life for clients. MSCI KLD 400 vs S&P 500 confirms ESG investment performs as well or better as other investments, she says.

Latest news

Government Watchdogs Attack Medicare Advantage

Witnesses cited audits and other reports that show these increasingly popular private plans deny care and overcharge.

Self-Driving Cars Won’t Arrive Soon In Clients’ Neighborhoods

The journey toward autonomous or self-driving consumer cars has arguably come to a screeching halt.

BofA: More Pain Likely for Equities Despite Rout

"Capitulation has been in credit and crypto, not stocks," BofA Securities analysts said. "This is why we worry equity lows (are) not yet in."

UBS: Richest Families Invest in Private Equity Amid Volatile Markets

The report is widely watched by the investment community as it shines a light into the investing habits of these billionaire investors.

Dimon Says Brace for U.S. Economic ‘Hurricane’ Due to Inflation

“We just don't know if it's a minor one or Superstorm Sandy," Jamie Dimon told attendees at a recent banking conference.

Advisor Prospects Should Be More Numerous Based on U.S. Data

U.S. households reported their highest level of financial well-being since tracking began, a Federal Reserve report released in May showed.