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
Beth Stelluto
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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SMArtX is loading up on Envestnet talent as re-peopling rolls on -- post Morningstar disruption -- with two hires from the Berwyn, Pa., TAMP
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July 4, 2024 at 2:09 AM
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