DeLynn Zell left the brokerage world in 2008 to launch an RIA that has grown 17% year over year to $2 billion in AUM. "we could sell this firm by Friday," she jokes, but she and her team want to build a legacy business for the next-generation of advisors.
Administration officials dismissed the idea that their $1.9 trillion aid plan could push the economy past some notional speed limit, and explain that what they’re trying to provide is more relief than stimulus.
Join on Feb. 25th at 4pm ET / 1pm PT for a webinar that will cover an understanding of exactly “What is ESG?” What do the various ratings and rankings mean? What does it mean to you as a fiduciary and what does it mean to the client? Learn the strategies and tactics necessary to find investments that are truly ESG aligned vs. marketing spin.
