More and more clients are looking for ways to vote with their wallets through sustainable investing. Yet, many advisors still believe sustainable investing comes at the expense of investment returns. What can we do to help shift this narrative and equip financial advisors with the tools they need to educate themselves and their clients?
WealthManagement.com is excited to be joined by Putnam Investments and Magnifi by TIFIN for a panel discussion about:
Current trends and key long-term themes within sustainable investing
How to integrate sustainable investing into client portfolios
Tools for advisors to screen for sustainable investment opportunities
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sponsored by
Matt Barley, RICP® – Moderator Director of Advisor Sales Magnifi by TIFIN
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Matt Barley, RICP® – Moderator
Stephanie Dobson
