Stay updated with breaking news from ப்ரெண்ட் கெசல். Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Abacus Wealth Partners, Robasciotti & Philipson Merge to Create $3.8B RIA The move will allow Robasciotti & Philipson’s co-founders to focus on growing their social justice investing firm, Adasina Social Capital. Abacus Wealth Partners, a Los Angeles–based registered investment advisor specializing in impact investing, has merged with Robasciotti & Philipson, a San Francisco–headquartered RIA that focuses on social justice investing, creating a $3.8 billion firm. Robasciotti & Philipson will come under the Abacus name, and the merger will allow its co-founders, Rachel Robasciotti and Maya Philipson, to focus on Adasina Social Capital, their social justice investing firm launched in 2020, and the Adasina Social Justice All Cap Global ETF. Robasciotti and Philipson will serve in part-time strategic roles at Abacus as director of advocacy engagement and strategic advisor, respectively; they will no longer serve their advisory clients on a day-to-day basis. ....
Abacus Wealth Partners and Social Justice-Aligned Investment Firm, Robasciotti & Philipson, Announce Merger San Francisco-based R&P will merge with Abacus to expand financial planning access to investors with social justice values March 03, 2021 12:00 ET | Source: Abacus Wealth Partners Abacus Wealth Partners Santa Monica, California, UNITED STATES Los Angeles, March 03, 2021 (GLOBE NEWSWIRE) A merger was announced today between Abacus Wealth Partners (“Abacus”), an impact-driven financial planning and wealth management firm, and the nationally-acclaimed, social justice-aligned investment firm, Robasciotti & Philipson (“R&P”), headquartered in San Francisco. Together, the two firms will operate under the Abacus name, and co-founders Rachel Robasciotti and Maya Philipson will now serve on the Abacus team as Director of Advocacy Engagement and Strategic Advisor, respectiv ....
Abacus Wealth merges with social justice RIA Robasciotti & Philipson Co-founders of the RIA Rachel Robasciotti and Maya Philipson will not work with clients at Abacus and will largely spend time managing their ETF. The firm reported $130 million in assets under management. March 3, 2021 Abacus Wealth Partners is upping its social justice and sustainable investing game by merging with San Francisco-based Robasciotti & Philipson. Even though Robasciotti & Philipson, with $130 million under management, pales in comparison to Santa Monica, California-based Abacus’ $3.8 billion, the intangibles of the smaller RIA qualify the deal as a merger, according to Brent Kessel, Abacus co-founder and CEO. While Abacus is already a “values-aligned” advisory firm, Kessel said the RIA’s co-founders Rachel Robasciotti and Maya Philipson bring special expertise and relationships across the spectrum of social, minority and gender justice issues. ....
The Brief: Democracy's power brokers (podcast), lab-grown beef, blending SDG capital, workforce housing in D.C., gender + climate call recap impactalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from impactalpha.com Daily Mail and Mail on Sunday newspapers.
The Reconstruction: How unlikely partners came together to fight racial bias in asset allocation Podcasts | February 5, 2021 Corporate Cash | March 17, 2021 Catalytic Capital | February 17, 2021 ESG | February 3, 2021 Climate and Clean Tech | January 26, 2021 Impact Voices | January 26, 2021 Impact Voices | January 20, 2021 Agents of Impact | February 26, 2021 Agents of Impact | February 12, 2021 Agents of Impact | January 29, 2021 Agents of Impact | January 22, 2021 Agents of Impact | January 15, 2021 Agents of Impact | December 11, 2020 More February 10, 2021 | Podcasts ImpactAlpha Editor David Bank ImpactAlpha, Feb. 10 – The broad problem of systemic bias in the asset management industry became very specific when fund manager Rachel Robasciotti pitched her services to an investment committee affiliated with Brent Kessel’s Abacus Wealth Partners. ....