'There is no such thing as ESG investing ... it's an analytical tool,' says Erika Karp, chief impact officer at Pathstone, and not utilizing it will hurt your investing in the long run. Erika chats with Jeff and Bruce about all things ESG investing, impact, and why it's important for advisers to go beyond the labels. Nicole Casperson joins to discuss SPACs and why so many celebrities are hitching their brand to the SPAC bandwagon.
Interview with Erika Karp about ESG investing — 00:15-20:15
Related Article: ESG investing is just investing
Related Article: Pathstone acquires $1.1 billion RIA
Guest Bio: Erika Karp is the chief impact officer at Pathstone. She joins the Pathstone team from Cornerstone Capital Group, the sustainable and impact investment advisory firm she founded in 2013, which was acquired by Pathstone earlier this year.
Erika founded Cornerstone Capital Group to bring the disciplines of finance, economics and sustainability to bear in pursuit of a more regenerative and inclusive form of capitalism. Over the course of her 25-plus years on Wall Street, she developed a deep belief in environmental, social and governance analysis as a critical input to investment decision-making.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
Bruce Kelly is joined this week by his InvestmentNews colleagues to give their expert opinion on an eventful year in wealth management.