New White Paper by Charles Schwab Investment Management in collaboration with the Investments & Wealth Institute and Cerulli Associates, is now available.
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Topics: investments, economy, economics, wealth, retirement, financial advisors
"There is a narrative that ESG investing comes at a price – lagging performance relative to an unconstrained portfolio. The data does not support that contention, and in fact shows that these strategies often outperform the overall market. Many advisors have a naïve assumption that all Sustainable investing strategies screen and weight securities the same way. Of course, this flawed assumption couldn’t be further from the truth."
- Tony Davidow, CIMA® President and Founder of T.Davidow...
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International Women's Day is celebrated annually, today, on March 8. The Investments & Wealth Industry proudly celebrates and supports International Women's Day today and throughout the year through our Women in Wealth initiative and Scholarship Fund. The Scholarship Fund is designed to help address diversity and inclusion gaps within the financial services industry by offsetting the costs of the Institute’s advanced certification programs. The Women in Wealth Scholarships help to assist women...
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"No, I’m not referring to the next Star Wars prequel – but rather a transformation in the manner in which advisors provide investment advice."
- - Tony Davidow
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Topics: Insider
