With the rise of ESG investments, a growing number of wealth managers are facing new challenges with data quality, reporting standards, client engagement and portfolio optimization. By taking advantage of the latest digital resources, you can stay at the forefront of evolving sustainability trends while effectively meeting the needs of your clients.
Hear from financial planning experts about:
- The most recent ESG trends and best practices in wealth management
- How to utilize digital tools for navigating extensive sustainability data
- How to effectively adapt to the evolving needs of clients
