In this episode, David Armstrong, editor and 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 has earned them three finalist spots in this year’s Wealthies. In fact, they brought home the win for their 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.