In part seven of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss the top three tips you need to consider when buying a book of business.
Clients don’t have to give up returns to embrace RI
Once a misunderstood niche area of RI, impact investing is attracting attention and assets
There is wide variation when it comes to how managers choose RI investments
Environmental, social and governance issues are the three pillars of responsible investing
Surging markets and charities in need create a planning opportunity
ISS unveiled its voting advice changes for next year's proxy season
Investors launched the suit in 2008 alleging that the bank misled the market
Franklin Templeton experts predicted where they see inflation and interest rates going