The latest in financial #AdviserTech — July 2021 investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.
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The Auburn, Calif., firm still holds an 85% market share, says Aaron Klein, and he also doesn t regret shining a spotlight on what he disparages as unfruitful guesswork .
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The following article is part one of a series of excerpts from the Morningstar research report, Integrating ESG Into Your Client s Portfolio, available to Morningstar Office and Direct clients here.
As with any other aspect of financial planning, when it comes to environmental, social, and governance investing, it is important to establish goals at the outset. Without a clear vision for an investor’s desired ESG outcomes in a portfolio, it is very difficult to determine which types and degrees of change to introduce. This difficulty is compounded by the fact that no commonly agreed upon set of terms and definitions currently exists. Morningstar is developing its own taxonomy and tools to assist advisors and investors in making these kinds of assessments. Advisors may have access to such tools from their own firms or other third-party providers. But even short of refined tools, we can set out some broader definitions as a guide.
What Are TIPS, and How Do They Help Protect Against Inflation? morningstar.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from morningstar.com Daily Mail and Mail on Sunday newspapers.
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If you re considering a job offer, listing the pros and cons can help put things into better focus. Sometimes it’s as easy as choosing the job that pays the highest salary, but often it s more nuanced than that.
Increasingly, people value lifestyle considerations when making job choices. While researching this article, I read a lot of “top employee benefits” lists. Highly ranked benefits include things like flexible work schedules and remote work options two practices that were fast-tracked into acceptance during the coronavirus pandemic and are likely here to stay at many companies. Employees also value things like generous paid time-off policies and parental leave policies.