Emerging Innovations In ESG

Plus Wealthtech And Recruiting News, Concourse’s New CEO And Morningstar’s Reasons Not To Worry About Politics

Larry Roth, CEO,
Wealth Solutions Report

To My Fellow WSR Community Members:

We’re still in the early days of ESG development as regulators, advisors, investors and asset managers grapple with the moving targets of ESG standards, metrics and methods. Corporations examine themselves in light of ESG and attempt to chart a course to satisfy various stakeholders. Hydrocarbon-rich states sometimes push back.

Messiness of creativity

What may appear as chaos is actually the messiness of creativity as our industry and others attempt to improve in all three areas – environmental, social and governance. Now is the perfect time for innovators to present new methodologies and investment types into the creative process.

This week, we hear from two ESG innovators, one an investment firm that provides opportunities to invest in water and the other a wealth management firm that actively engages with companies to foster improvement.

In addition, we have two news roundups for you: Our monthly wealthtech column covers the latest innovations and people moves and showcases our new Wealthtech Leader of the Month, while our weekly recruitment roundup covers small and large transactions, including a $12.7 billion breakaway.

No worries

We also bring you coverage of the new CEO of an independent broker-dealer and reasons not to worry about next month’s elections.  

This Week’s Issue

Here’s what we have this week:

  • Who’s our latest Wealthtech Leader of the Month? In Digital Domain, our Wealthtech Roundup features Colin Falls, President at GeoWealth, about its latest TAMP enhancements. Other entries include Pontera appointing startup veteran Nicole Zheng as its first Chief Marketing Officer, Advisor360° enhancing its advisor-client toolkit, Snappy Kraken integrating data synchronization with three leading CRM platforms and Docupace expanding its executive and management bench with five key appointments.
A wide range of deal sizes
  • Worried about the November elections? Also in Investment Solutions & Gatekeepers, we spoke with Joe Saari, the Founder and Chairman of Morningstar’s long-standing partner,Financial Fitness Group, which tracks 95 years of data on economic parameters, including equity markets and the political party in power in the House, Senate and White House. His conclusions may relieve stress about what politics can do to your clients’ portfolios.
Water, ESG and investing

Please share your thoughts, ideas and suggestions with us on ESG, wealthtech and more.

Your friends and colleagues benefit from this week’s stories when you share via email or social media, especially LinkedIn.

Enjoy your holiday weekend!


Larry Roth, CEO

Wealth Solutions Report

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