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.
Brian Murphy
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BlackRock, Goldman Sachs will curtail DEI HR outreach to comport with new Trump executive order, but neither signals they want to abandon diverse workforce
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The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds
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RIAs keep Goldman Sachs' hopes alive its RIA custody unit will find legs as $55-billion New Edge signs on and Goldman fills vacated No. 2 custody spot
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October 11, 2024 at 1:17 AM
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Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli
