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ESG themes to watch in 2023
Shareholder engagement, the energy transition and regulation will get a lot of attention.
Get schooled in the ABCs of ESG
The resources available to advisers who have an interest in the subject have grown, including certificate programs from the CFA Institute and the National Association of Plan Advisors.
NFP, Natixis targeted in 401(k) lawsuits
At the heart of NFP case is the flexPath target-date series, which was added to Wood Group plan in 2016, when it was essentially brand new. Schlichter Bogard & Denton brought the case.