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The New Guard: Marci Bair on the Wealth Transition and SRI

I talked with Marci Bair, CFP, CEO, President and founder of Bair Financial Planning, about the impending wealth transfer and SRI. ....

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How Financial Professionals Can Be Better LGBTQ+ Allies

Speak out beyond Pride Month and understand the special concerns of this community. ....

San-diego , California , United-states , Sheryl-rowling , Ruth-saldanha , Igal-avrahami-liberman , Morningstar-stephen-pham , Victor-orozco , Sabrina-macpherson , Morningstar-sustainalytics , International-pride-month , Linkedin

VettaFi Voices: Active or Passive Management for ESG ETFs?

Should investors use active or passive management strategies when selecting ESG ETFs? Both approaches have their pros and cons. ....

United-states , American , Dave-nadig , Heather-bell , Todd-rosenbluth , Franklin-liberty , Exxon , Blackrock , Franklin-templeton , Jpmorgan-climate-change-solutions , Mellon-sustainable-international-equity , Vettafi-voices

3 Women Who Are Changing the Financial Industry

Marci Bair, Nicole Casperson, and Georgia Stewart forge their own paths. ....

New-york , United-states , Georgia , United-kingdom , Texas , California , San-diego , Cambridge , Cambridgeshire , Edinburgh , City-of , American

The scale challenges of impact investing startups

The scale challenges of impact investing startups
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