Last week, Philippe Cousteau Jr., of the legendary Cousteau family, helped to launch a new approach to socially responsible investing, (SRI): the Global Echo ETF, aptly tickered GIVE. Itís the first actively managed exchange-traded fund with an SRI focus and it comes with a funding twist: 40 basis points on total assets go directly to the Global Echo Foundation...
The Independent Sourcebook
Profiles and fact sheets of independent broker/dealers and registered investment advisories (RIAs), an outsourcing guide, listings of compliance/regulatory consultants, securities lawyers, recruiters, back-office technology offerings and asset management platform providers.
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Trust & Estates
Trusts & Estates is the monthly journal for estate planning and wealth management professionals.
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