Better conversations. Better outcomes. | Presented by BMO Global Asset Management
About This Show
This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Matt Smith with BMO Global Asset Management interview experts and explore wealth advising from every angle. Each episode provides actionable ideas designed to improve outcomes for advisors and their clients. Learn more at http://bmogam.com/betterconversations.
Most Recent Episode
1.26 ESG: Doing well and doing good with your portfolio
On today’s episode, we’ll explore why ESG investing is an emerging topic, what role it plays in a portfolio, and what actions advisors can take to implement ESG with their clients. Our guest is Ali Caffery, a Portfolio Manager at Envestnet. Envestnet is a web-based platform for financial advisors that assists them with the wealth management process, including performance reporting, portfolio solutions, and research tools. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.