It's a turbulent time for ESG in the U.S., but financial advisors can benefit from learning more about the topic, Maria Lettini says.
Considering a range of scenarios and having different buckets of assets is helpful, advisors say.
Many of the top US fund companies have exposure to companies that make controversial weapons, As You Sow found.
Clients affected by the writers' and actors' strikes have different needs but could be out of work for some time.
A campaign against the use of ESG factors to manage assets for public workers has snowballed; the issue has also been a focus in Congress.
If plans can address liquidity and valuation concerns, they could benefit from higher returns, Georgetown CRI found.
BlackRock hails once-in-a-generation opportunity as advisor urges investors not to forget long-term goals.
A new rule for 529-to-IRA rollovers could help those who have both retirement and college savings goals.
The House Financial Services Committee heard testimony on 18 bills that would curtail SEC efforts or otherwise restrict ESG considerations.
The median retirement account balance among Gen Xers is just $10,000, NIRS found.
