YourStake Insights

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.
May 7, 2024
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.
EP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible Investing
Podcast - YourStake, Your Story

EP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible Investing

Gabe Rissman speaks with Darryl Lyons, CEO and co-founder of PAX Financial Group, a firm that has grown to 25 employees managing $700 million in Assets.
How Financial Planners Are Using AI - Q/A with Gabe Rissman on the FPA’s Smarter Planner Podcast
Practice Management

How Financial Planners Are Using AI - Q/A with Gabe Rissman on the FPA’s Smarter Planner Podcast

Gabe Rissman, shares insights on the FPA’s Smarter Planner Podcast on current and future AI applications for financial advisors, from automating manual tasks to delivering personalized portfolio analysis. Learn how to thrive as an AI-powered planner in a rapidly evolving industry
EP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated Approach
Podcast - YourStake, Your Story

EP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated Approach

Get to know Paula Glick, co-founder of Honeytree Investment Management, one of the few female-founded ESG asset managers. Paula shares her journey to starting Honeytree and their pioneering approach, deeply integrating environmental, social, and governance considerations with an intentional focus on net positive impact.
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.
The SEC's New Climate Disclosure Rule and YourStake’s CEO Outlook on the Rule’s Impact
Next Era Investing

The SEC's New Climate Disclosure Rule and YourStake’s CEO Outlook on the Rule’s Impact

The SEC has issued final climate disclosure rules requiring public companies to provide detailed climate-related disclosures. Learn about the background, key elements of the rules, and YourStake CEO's perspective on how these rules will benefit investors and advisors, improving transparency and decision-making in sustainable investing.
6 months of Advisor Core: An update from co-founder, Gabe Rissman
Practice Management

6 months of Advisor Core: An update from co-founder, Gabe Rissman

Gabe Rissman shares an update on the growth of our achievements of AI OCR technology for statement extraction and portfolio analysis for financial advisors.
Ep 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash, CSRIC, CoFounder & CEO at ReValue Investments
Podcast - YourStake, Your Story

Ep 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash, CSRIC, CoFounder & CEO at ReValue Investments

Delve into the pioneering journey of Angela Barbash, co-founder and CEO of ReValue, as she navigates the evolving landscape of impact investing and her role in challenging the status quo.
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
Ep 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance Capital
Podcast - YourStake, Your Story

Ep 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance Capital

Bill Davis joins Gabe Rissman on this episode to share his experience of consistently leveraging unique datasets to power positive impact as well as discuss how he builds portfolios that allow for values alignment without sacrifices and why ESG investing is going through the pimply teenager stage of life.
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.
AI is changing what Financial Advisors will look like in 5 years, here's why.
Practice Management

AI is changing what Financial Advisors will look like in 5 years, here's why.

Most Advisors I talk with recognize that some change is coming with AI, but don’t yet have clear pictures of what the next 5 months, let alone 5 years will look like. Here's my take.
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?
Ep. 18 From JP Morgan to Eden Financial: A Journey of Entrepreneurship and Impact
Podcast - YourStake, Your Story

Ep. 18 From JP Morgan to Eden Financial: A Journey of Entrepreneurship and Impact

Nycole Freer joins Gabe Rissman on this episode to share her experience opening her own practice and also recently writing a book focused on starting good money habits.
Ep. 17  Achieving Sustainability with System Change Investing
Podcast - YourStake, Your Story

Ep. 17 Achieving Sustainability with System Change Investing

Gabe interviews Frank Dixon, the creator of System Change Investing.
ESG Scores among investors’ top complaints
Data

ESG Scores among investors’ top complaints

ESG scores are vastly inconsistent. It’s the number one complaint global investors have with ESG data. We explore ways to get past the ESG score dilemma.
Earth Day Special! Ep. 16 - Are your portfolios tobacco free? - ft. Rebecca Brown CFP, of Tobacco Free Portfolios
Podcast - YourStake, Your Story

Earth Day Special! Ep. 16 - Are your portfolios tobacco free? - ft. Rebecca Brown CFP, of Tobacco Free Portfolios

On this Earth Day Special of our podcast, Rebecca Brown CFP, the USA Director of Tobacco Free Portfolios shares a presentation on the environmental and financial impacts of staying invested with Tobacco in portfolios.
ESG-labeled Funds: What’s behind the label?
Practice Management

ESG-labeled Funds: What’s behind the label?

ESG-labeled funds are available from nearly all of the largest asset managers like Blackrock, Vanguard and Fidelity. While they have contributed to strong ESG investment growth, they often lack the targeted ESG strategies that make smaller firms more impactful.
Ep. 15 - Being financial activists
Podcast - YourStake, Your Story

Ep. 15 - Being financial activists

In this episode of Your Stake Your Story, we are joined by Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, the founders of Terra Blue Wealth Management, an ESG-only wealth management firm.
Institutional vs Retail Investors: Who’s driving ESG investment?
Practice Management

Institutional vs Retail Investors: Who’s driving ESG investment?

Compared to retail investors, institutional investors dominate sustainable and ESG-linked investing. Here’s what ESG-minded retail investors should know about institutional investors’ approach to ESG.
Ep. 14 - How aware of investment harm are you?
Podcast - YourStake, Your Story

Ep. 14 - How aware of investment harm are you?

Hear Marco Vangelisti, CFA, Founder of EK4T and Founding member of Slow Money, share his experience in shifting to 100% aware and no-harm investing.
How is the “anti-ESG movement” impacting ESG investing?
Next Era Investing

How is the “anti-ESG movement” impacting ESG investing?

The Anti-ESG movement has created a huge stir across the US investment industry. How far will this go and what impact will this have? Here’s our take.
7 useful ESG investment strategy definitions for explaining your approach
Practice Management

7 useful ESG investment strategy definitions for explaining your approach

Communicating ESG investing strategies is important to ensure alignment between clients’ aims and portfolio outcomes. Here are the most common ESG investing strategy categories.
How will the EU’s Sustainable Finance Regulations Influence the US SEC?
Next Era Investing

How will the EU’s Sustainable Finance Regulations Influence the US SEC?

The EU’s Sustainable Finance Action Plan has the world’s most comprehensive regulations for market participants. Could the US SEC take a similar approach in the future?
Why ESG issues are long-term risk considerations
Next Era Investing

Why ESG issues are long-term risk considerations

ESG issues are important for reducing long-term investment risks. Learn how ESG risks can influence investment risk appetites.
Gabe Rissman’s predictions for ESG and Values-Based Investing for 2023
Practice Management

Gabe Rissman’s predictions for ESG and Values-Based Investing for 2023

Read what co-founder Gabe Rissman’s thoughts are on what Advisors should expect for ESG and Values-Based Investing in 2023.
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.
YourStake year in review 2022
Data

YourStake year in review 2022

Take a look back at 2022 and all that's gone on at YourStake!
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.
Ep. 13 - How to serve a diverse set of clients and advisors through strong manager due diligence
Podcast - YourStake, Your Story

Ep. 13 - How to serve a diverse set of clients and advisors through strong manager due diligence

In this episode, Gabe Rissman talks with Fabian Willskytt, Associate Director at Align Impact on important ESG topics
Ep. 12 - An often overlooked mega-trend: Alternative Proteins
Podcast - YourStake, Your Story

Ep. 12 - An often overlooked mega-trend: Alternative Proteins

Gabe Rissman talks with Elysabeth Alfano, CEO, VegTech Invest about how alternate proteins could be the next biggest sector of investment for ESG.
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.
Ep. 11 - How beekeeping brought me into ESG investing
Podcast - YourStake, Your Story

Ep. 11 - How beekeeping brought me into ESG investing

Hear from Jonathan Kvasnik, ChFC tenured Finacial Advisor of BankCherokee on why beekeeping brought him into ESG investing.
How proxy voting can drive meaningful change
Next Era Investing

How proxy voting can drive meaningful change

See how proxy voting and shareholder advocacy can help create change in corporations
Ep 10. Using an AND approach to creating good in the world
Podcast - YourStake, Your Story

Ep 10. Using an AND approach to creating good in the world

Hear from an industry expert, Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial on why he uses an "and" approach to creating good in the world through investing
Ep. 9 - The Future of Investing should be Values-Based
Podcast - YourStake, Your Story

Ep. 9 - The Future of Investing should be Values-Based

Hear from an industry expert, Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial on why the future of investing should be values-based.
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
Ep. 8 - Why you ought to talk about societal issues with your money manager
Podcast - YourStake, Your Story

Ep. 8 - Why you ought to talk about societal issues with your money manager

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunties.
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.
Ep. 7-  Making an Impact & Imaging What the Future Holds
Podcast - YourStake, Your Story

Ep. 7- Making an Impact & Imaging What the Future Holds

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunities.
What does BNY Mellon’s fine mean for ESG?
Practice Management

What does BNY Mellon’s fine mean for ESG?

Hear YourStake's thoughts on what the recent fine on BNY Mellon could mean for the future of ESG investing.
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.
Ep. 6 - Investing with Your Values without Compromise
Podcast - YourStake, Your Story

Ep. 6 - Investing with Your Values without Compromise

Hear from David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors on why investing with your values doesn't require compromise.
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.
Ep. 5 -  Why ESG is the GPS of Investing
Podcast - YourStake, Your Story

Ep. 5 - Why ESG is the GPS of Investing

Hear from ESG expert Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC on why ESG is the GPS of investing
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.
Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person
Podcast - YourStake, Your Story

Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person

Hear from Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments on how to be a socially and environmentally conscious investor.
Ep. 3 - Financial Literacy is Incomplete Without Financial History
Podcast - YourStake, Your Story

Ep. 3 - Financial Literacy is Incomplete Without Financial History

Hear from Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial on why financial history is key to full financial literacy
Ep. 2 – What Sustainable Investing Does and the Impact it Creates
Podcast - YourStake, Your Story

Ep. 2 – What Sustainable Investing Does and the Impact it Creates

Hear from Jason Howell, CFP®, CPWA®, CSRIC®, Founder, President, and Family Wealth Advisor at the Jason Howell Company on what sustainable investing does and how to create impact.
Ep. 1 - ESG isn’t just “one size fits all”
Podcast - YourStake, Your Story

Ep. 1 - ESG isn’t just “one size fits all”

Hear from James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth Planning on why ESG investing cannot be a one-size-fits-all approach.
Discovering Clients’ ESG Personality Types: A Workshop Retrospective
Practice Management

Discovering Clients’ ESG Personality Types: A Workshop Retrospective

Finding a client's values can be a hard process. Here are a few ways to approach the conversation and how to make a meaningful roadmap for investing.
Achieving Success through ESG
Practice Management

Achieving Success through ESG

ESG investing can be hard to navigate, this guide helps establish a routine to help offer the best experience for your clients when it comes to reporting on ESG investments.
Driving Change: When ESG Investors Act Like the Majority
Practice Management

Driving Change: When ESG Investors Act Like the Majority

The power of shareholder engagement and how companies can change by just the uplifting of voices.
Does a Tobacco Company Belong in an ESG Portfolio?
Practice Management

Does a Tobacco Company Belong in an ESG Portfolio?

Making sense of rating discrepancies from company to company and addressing the common question, "What is and is not considered ESG?"
The Data Behind ESG: What do you do when you don't have a data point?
Practice Management

The Data Behind ESG: What do you do when you don't have a data point?

Three approaches to how YourStake handles missing data in their collection process and how to build transparency and trust in reporting.
4 Tips for Talking About Impact Reporting in Client Meetings
Practice Management

4 Tips for Talking About Impact Reporting in Client Meetings

Reporting on investment impact can be hard, but utilizing YourStake's reports can create ease and allows you to showcase the areas for leadership and growth.
Are Millennials the Only Ones Interested In ESG Investing?
Practice Management

Are Millennials the Only Ones Interested In ESG Investing?

A recent survey by Cerulli Associates indicated that many financial advisors may be underestimating client demand for ESG investing. Of the advisors surveyed, 58% said that they hadn’t yet adopted ESG strategies because of a lack of investor demand. But why?
3 Tips to Help You Know Where Your Clients Stand on Sustainable Investing
Practice Management

3 Tips to Help You Know Where Your Clients Stand on Sustainable Investing

Clients may not explicitly say they want to ESG but that doesn't mean they do not want to invest with impact, here is how to have those conversations.
When did ESG investing start?
Data

When did ESG investing start?

ESG investing seems to be a fad, but history speaks otherwise. See how values-based investing has been around longer than you might think.
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