Bob dives into the following subject matter in this edition of his monthly newsletter:
Enhanced fiduciary: A new organization is creating board-certified specialties around the fiduciary standard.
Easy ESG: A new software tool lets you turn model portfolios into ESG portfolios with a few keystrokes.
Evolving clients, evolving relationships: Your clients have changed due to the pandemic. Are you meeting the challenge?
The elements of planning: An iOS app offers a more focused, relevant planning engine than the software we’re