In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Jonathan Hudacko, CEO of Just Invest.
Just Invest strives to deliver the best that modern finance can deliver to its clients. It’s a mandate that made it a finalist in three categories in this year's Wealthies, winning for ESG Reporting in the category of Asset Managers: Socially Responsible Investing(SRI)/Impact Investing.
In this episode, you’ll learn:
- How Just Invest distinguishes between ESG and SRI;
- What problems Just Invest solves for advisors;
- What direct indexing is;
- How new tax optimization tools are helping advisors;
- And more!
Listen now to get insight into how wealth management is changing to better reflect clients’ values.