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RIAs are just not that into ESG investing -- at their peril, a new study says. That makes a leap: This is the one case where the customers -- both RIAs and their clients -- are wrong.

Cerulli is the latest to question RIAs for 'not fully understanding' ESG as an emerging megatrend, which could lead to a potential disconnect with Next Gen investors.

Author Oisin Breen May 18, 2021 at 1:12 AM
1 Comment
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Matthew Belnap: I would never want to call advisors 'lazy' but I do think there’s a strong element of inertia here, and wanting to keep doing things the way they’ve always done it.

ETFs


Brian Murphy

Brian Murphy

May 18, 2021 — 6:10 PM
Comparable Fees - BlackRock U.S. Carbon Transition Readiness ETF - 0.30% annual mgmt fee. iShares Core S&P 500 ETF - 0.03% annual mgmt fee. Similar portfolios, 10x the management fees for Blackrock.

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Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli



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