Bob dives into the following subject matter in this edition of his monthly newsletter:
Life on peak 2: A new research report offers a look at the next iteration of the planning firm – in four dimensions.
Creative custodian: A small custodial alternative to the giants combines superior custodial technology with old-fashioned relationship service.
Creating and defining portfolio impact: As more people become aware of ESG investment issues, YourStake has emerged as the most comprehensive tool for helping clients make