Research shows that clients are interested in impact investing when the options are presented to them, yet many advisors still aren’t sure about it themselves. Here are the trends you need to know.
Millennials view investing in companies as charity, Morgan Stanley offers advisors sustainable investing training and Washington Trust adopts SEI's Wealth Platform.
Letter to Senate Finance Committee criticizes suggestion to institute a 10-year spend-down requirement and disallow transfers from private foundations to donor-advised funds.