In an era of increasing commoditization and fee compression, financial advisors are seeking new ways to differentiate and provide value. At the same time, investors are becoming increasingly attuned to the ways in which their investment decisions can impact the issues they care about most.
Join our upcoming webinar on Thursday, November 11th at 11am ET/8am PT. We’ll be exploring how values-aligned investing can help advisors to deepen relationships with existing and potential clients, as well as engage the next generation of asset holders. Additionally, we’ll be highlighting Ethic’s personalized approach to portfolio construction and client experience.
You can sign up for the webinar using the form here.
We look forward to seeing you!