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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I talked with Marci Bair, CFP, CEO, President and founder of Bair Financial Planning, about the impending wealth transfer and SRI.
Advisors and investors are hearing more about efforts to better regulate investment products, including ETFs, positioned as ESG offerings.
An example of ESG-related definitions becoming more important is the effort to differentiate between value-based and values-based investing.
CVLC's straightforward approach is notable while there’s lingering debate in the C-suite regarding exactly how to prioritize ESG.
International ETFs and the related stocks have long trailed U.S. equivalents because investors assume companies depend on their home nations.