WealthManagement.com - Part Two
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Advisory Firms Coping With a New Crisis
Just two weeks after reopening its Atlanta offices, wealthtech vendor Riskalyze closed again to wait out the mayhem that ensued from violent clashes during George Floyd protests.
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Is Anything Working to Improve Racial Diversity in Wealth Management?
The industry has swiftly issued statements of support for the protesters this week and promises to 'do better' for all. Beyond words, what initiatives in wealth management are actually moving the needle?
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Advisors Fear Backlash For Speaking Out
Whether it be timidity, fear or concern that their words may not be taken as they intend, many advisors aren't comfortable joining in the national conversation. But staying silent may not be good for business.
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DOL Puts Guardrails Around Use of ESG in Private Retirement Plans
The Department of Labor has proposed a new rule that would require more analysis and documentation around ESG investments in private retirement plans.