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2 posts in May 2019

It’s Time to Take the Reins: Guiding Your Clients to the Winner’s Circle

May 7, 2019

In 2018, Justify won the wettest Kentucky Derby on record: 3.15” of rain fell the day of the race. In 1957, Iron Liege won one of the coldest Derbys on record: the temperature was 36 degrees, accompanied by 25 mph winds. In 1959, Tomy Lee won the hottest: it was 94 degrees at race time….

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Why Advisors Without an ESG Strategy May Fall Behind

May 2, 2019

ESG investing isn’t a new idea. Coined in 2005, ESG expands on traditional socially responsible strategies to include options that are socially responsible, environmentally friendly, and that are governed in a way that supports a greater mission. The ESG market has grown significantly over the years, with more than 1,700 signatories and 68.4 trillion in…

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

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