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How Ron Cordes is putting RIA, UBS, billions of dollars and the Congo into the same impact-investing conversation

The AssetMark co-founder has a charity and for-profit and competes and engages in co-opetition with UBS, Schwab, Fidelity and Vanguards

Admin:
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Ron Cordes: My advisor said, no, that's beyond the fiduciary role of my portfolio, so we really can't pursue it.


Beth Stelluto

Beth Stelluto

July 8, 2014 — 11:05 PM

Ron and Steve,

Thank you for the introduction to ImpactAssets. As a new member of the ImpactAssets team, it’s a thrill to see us featured in well regarded publications. As Ron mentioned a recent event with about a hundred advisors, I just saw a statistic that ImpactAssets has engaged with over 6,000 advisors last year – evidence that the trend of impact investing is growing.

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