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

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.

How to Be on Right Side of ESG Regulations - Vimarsana News

How to Be on Right Side of ESG Regulations

Advisors and investors are hearing more about efforts to better regulate investment products, including ETFs, positioned as ESG offerings.

The Difference Between Value- and Values-Based Investing - Vimarsana News

The Difference Between Value- and Values-Based Investing

An example of ESG-related definitions becoming more important is the effort to differentiate between value-based and values-based investing.

ESG Still Important in the C-Suite - Vimarsana News

ESG Still Important in the C-Suite

CVLC's straightforward approach is notable while there’s lingering debate in the C-suite regarding exactly how to prioritize ESG.

Sound Reasoning for Considering International ETFs - Vimarsana News

Sound Reasoning for Considering International ETFs

International ETFs and the related stocks have long trailed U.S. equivalents because investors assume companies depend on their home nations.