The US SIF Foundation, a Washington-based nonprofit group supporting sustainable investing, has released a free six-step guide to help advisers start or strengthen a sustainable investment practice.
The guide, “Incorporating Sustainable Investing into Your Practice: A Roadmap for Financial Advisors,” covers the basics of sustainable investing, including the incorporation of environment, social and governance issues, and investor engagement strategies.
The guide also explains the business case for sustainable investing with a review of current research on financial performance and risk reduction, fiduciary duty considerations, and data on the growing demand for sustainable investment products and services.
The six steps it sets out for advisers are: adding relevant products; discussing sustainable investment with clients; updating clients’ investment policy statements; identifying asset allocation and investment options; measuring and managing impact; and communicating expertise.
A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving state-registered advisors a level playing field with their SEC-registered peers.
Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.
Some in the industry say that more UBS financial advisors this year will be heading for the exits.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.