Ethic and ALINE Helped a Multigenerational Family Create a Legacy
Over the next 20 years, Baby Boomers could pass down $68 trillion to the next generations of investors. A disconnect between values could cost multigenerational families a lot of money. Here’s how ALINE uses personalization at scale to align values and build a legacy.
Ethic and Beacon Pointe Connect with Clients at Scale
Two-thirds of investors see the importance of impact investing, but fewer than one-fourth of investors invest this way. Here’s how Beacon Pointe Advisors leaned in on technology to help more of their clients become a part of the sustainable investment movement.
Ethic and Ellevest Created a New Way to Invest in Women
Issues such as gender inequality, racial injustice, and climate change disproportionately affect women – especially women of color. Here’s how Ellevest evolved its impact portfolio to give clients the power to invest in all women while tackling racial injustice.