Jack Casady

Jack is the Director of Marketing and Content at YourStake

The Rise of Direct Indexing: How Advisors Can Capitalize on the Growing Demand for Personalized Investing
Next Era Investing

The Rise of Direct Indexing: How Advisors Can Capitalize on the Growing Demand for Personalized Investing

Discover how direct indexing helps advisors capitalize on the demand for personalized, values-based investing. Learn the benefits and streamline your workflows.
Earth Day 2024: Empowering Clients to Invest in a Non-Plastic Future
Data

Earth Day 2024: Empowering Clients to Invest in a Non-Plastic Future

Financial advisors: Empower your clients to invest in a plastic-free future this Earth Day 2024. Explore the "Planet vs Plastics" theme and strategies for aligning investments with environmental values.
Navigating the Digital Minefield: How SEC and FINRA Fines for AI-Washing and Influencer Marketing Impact Financial Advisors
Practice Management

Navigating the Digital Minefield: How SEC and FINRA Fines for AI-Washing and Influencer Marketing Impact Financial Advisors

Uncover the shocking fines imposed by SEC and FINRA on financial firms for AI-washing and influencer marketing malpractices. As a financial advisor, learn how to adapt to the digital age while steering clear of compliance pitfalls. Protect your firm's reputation and client trust with our expert insights on leveraging new technologies and digital partnerships the right way.
3 Critical Challenges RIAs Face in 2024 & Proven Strategies to Overcome Them
Practice Management

3 Critical Challenges RIAs Face in 2024 & Proven Strategies to Overcome Them

Discover the three most pressing challenges RIAs face in 2024 and learn proven strategies to overcome them. Attract top talent, develop a clear growth strategy, and harness technology for operational excellence.
Crafting Personalized Portfolios for Gen Y and Z through Direct Indexing
Practice Management

Crafting Personalized Portfolios for Gen Y and Z through Direct Indexing

Explore how financial advising is evolving with Direct Indexing to meet Gen Y and Z's need for personalized, impactful investment strategies.
Top 10 YourStake Insights articles of 2023
Next Era Investing

Top 10 YourStake Insights articles of 2023

Recap the year with us as we take a look back at the top 10 most read articles of 2023 on YourStake Insights
Transforming Wealth Management: AI's Journey from Historical Invention to Financial Innovation
Practice Management

Transforming Wealth Management: AI's Journey from Historical Invention to Financial Innovation

Discover the role of AI plays in enhancing wealth management, automating tasks, and enabling advisors to focus on high-value services. Dive into the history and future of AI technologies, including large language models like ChatGPT.
How AI is Revolutionizing New Client Acquisition
Practice Management

How AI is Revolutionizing New Client Acquisition

Advisor Core leverages cutting-edge AI technology to revolutionize and streamline the client onboarding process for financial advisors. With robust analytics, automated proposal generation, and more, Advisor Core empowers advisors to rapidly understand prospects, create tailored plans, and scale their practices like never before.
How to power personalization through Values Aligned Direct Indexing
Practice Management

How to power personalization through Values Aligned Direct Indexing

Learn how YourStake and First Affirmative Financial Network are powering a new solution for Direct Indexing through VADIS.
7 Top Reasons Why Financial Advisors Should Offer Values-Aligned Investing to Their Clients
Practice Management

7 Top Reasons Why Financial Advisors Should Offer Values-Aligned Investing to Their Clients

Discover the powerful benefits of values-based investing for financial advisors and their clients. Learn why it's important to build client trust by helping them invest in alignment with their beliefs.
How will AI revolutionize Wealth Management?
Practice Management

How will AI revolutionize Wealth Management?

As we explore the vast potential of AI in wealth management, it's essential to focus on what Financial Advisors must do to prepare for the future. How can they attract new clients, retain existing ones, and become better, faster, and smarter Advisors?
How biotechnology is helping the world
Data

How biotechnology is helping the world

See how we view the future of biotechnology and how it is a valuable pathway to a sustainable future and how to evaluate top companies based on individual client values.
We’re in the age of personalization, are you ready?
Next Era Investing

We’re in the age of personalization, are you ready?

Advisors who want to reach new clients and keep their current ones will need to find more ways to bring personalization to their practice and deliver portfolios that align with their values.
Down markets provide new opportunities for ESG investments
Practice Management

Down markets provide new opportunities for ESG investments

Market volatility has been the main focus of late, learn how you can offer ways for clients to stay invested in times of uncertainty.
Believe in the comment process with Keri Riemer, K&L Gates
Next Era Investing

Believe in the comment process with Keri Riemer, K&L Gates

Listen to a recent episode of The next era in ESG investing where Keri Riemer of K&L Gates gives her insights on the recent SEC proposal for ESG funds
Values-Aligned Investing: Find where client beliefs meet ESG themes
Next Era Investing

Values-Aligned Investing: Find where client beliefs meet ESG themes

What are the differences between different forms of Values-Based Investing? This guide helps showcase how each is different and could benefit clients of all backgrounds.
Next era in ESG investing - Cary Krosinsky
Next Era Investing

Next era in ESG investing - Cary Krosinsky

Cary Krosinsky is a well-regarded educator within ESG investing, hear his insights on how the recent SEC proposal on ESG investments can lead to the next era in ESG investing
Next era in ESG Investing - Green House Gas (GHG) Emissions: It’s a matter of Scope
Next Era Investing

Next era in ESG Investing - Green House Gas (GHG) Emissions: It’s a matter of Scope

Scope emissions are the main focus of the new SEC disclosures for ESG funds. Here is how to understand the differences between Scope 1,2, and 3 and why Scope 3 emissions create an opportunity for businesses.
What metrics to use when considering ESG factors within Sovereign Debt
Data

What metrics to use when considering ESG factors within Sovereign Debt

Investing in sovereign debt can create opportunities for many across nations. Using an ESG investing lens to these can help find the right investments that align with your client's values.
Taxonomy matters, part 2: Keeping ESG “focused” - The next era in ESG investing
Next Era Investing

Taxonomy matters, part 2: Keeping ESG “focused” - The next era in ESG investing

In the continuation of taxonomy matters, we look at how ESG-Focused funds can help create better transparency in investing
Next era in ESG Investing - Dr. Suchi Gopal
Next Era Investing

Next era in ESG Investing - Dr. Suchi Gopal

Dr. Suchi Gopal is a leader in using spatial analysis and modeling to apply across issues in biology, environmental science, and business. Hear why the future of investing is focused on climate change, carbon captures, and supply chains.
Taxonomy matters, part 1: Defining ESG and Integration Funds - The next era in ESG investing
Next Era Investing

Taxonomy matters, part 1: Defining ESG and Integration Funds - The next era in ESG investing

Understanding the future of ESG investing will involve addressing how the SEC will create a taxonomy across ESG investments. Learn what they are and how you could be affected.
The next era in ESG investing, welcome
Next Era Investing

The next era in ESG investing, welcome

A new series focused on examining the next era of ESG investing based on new regulations from the SEC, EU, and beyond.
Carbon Credits: What are they actually doing for our planet?
Data

Carbon Credits: What are they actually doing for our planet?

Understanding how carbon credits are created and traded and what benefits they bring to our planet and portfolios.
What are the SDGs? How can you invest with them in mind?
Data

What are the SDGs? How can you invest with them in mind?

How well do you know the SDGs? Use this guide to learn more about them and how to invest with them in focus.
52nd Earth Day: Our Pale Blue Dot
Practice Management

52nd Earth Day: Our Pale Blue Dot

On this Earth-Day we look at the past and future of our planet and charter our course to the sustainable future.