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

See all >>

N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

Survey Highlights Historic Opportunity to Empower More Women to Invest

A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.

Two Alabama Residents Fleeced in Crypto “Pig Butchering” Scams

The nature of crypto scams makes it harder to recover funds taken by fraud, securities commissioner warns.

Case Highlights the Dangers of Power of Attorney Fraud

An Alabama man got POA over his mother and went on a gambling spree with her savings.