The US SIF Foundation, a Washington-based nonprofit group supporting sustainable investing, has released a free six-step guide to help advisers start or strengthen a sustainable investment practice.
The guide, “Incorporating Sustainable Investing into Your Practice: A Roadmap for Financial Advisors,” covers the basics of sustainable investing, including the incorporation of environment, social and governance issues, and investor engagement strategies.
The guide also explains the business case for sustainable investing with a review of current research on financial performance and risk reduction, fiduciary duty considerations, and data on the growing demand for sustainable investment products and services.
The six steps it sets out for advisers are: adding relevant products; discussing sustainable investment with clients; updating clients’ investment policy statements; identifying asset allocation and investment options; measuring and managing impact; and communicating expertise.
The SEC hailed the verdict against the investment advisor, who the agency said breached his fiduciary duty to retired and pre-retiree clients.
As Robinhood bets on prediction markets, advisors are skeptical of the app's push into the RIA custody and wealth management services.
Wealth arm thrives despite market headwinds.
Markets digest latest words on trade war, Fed chair’s position.
More advisors are using subscription models for financial planning services.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
