Advisors Embrace Sustainable Investing to Retain Multi-Generation Clients

Advisors who want to retain clients over generations need to embrace sustainable investing now, a Morgan Stanley executive told about 70 advisors at the Morningstar conference. Doing so should be pain-free, since it no longer requires sacrificing returns, says Chad Graves, a Morgan Stanley managing director who heads impact investing for the firm’s wealth management unit. Financial Planning Article

Leave a Reply

Your email address will not be published. Required fields are marked *