Discover how AI meeting note-taking software for financial advisors can reduce admin time by 70%. Learn about automated meeting summaries, CRM integration, and compliance-ready documentation. Perfect for wealth management firms looking to scale their practice.

Financial Planning exclusive: YourStake's AI-powered portfolio analytics saves advisors 5+ hours weekly. See how 400+ RIAs use this $1K/year platform for document extraction, CRM integration, and values-based investing tools.

Values-based investing isn't just another ESG strategy. Discover how to create customized portfolios that reflect your clients' evolving principles.

New functionality empowers advisors with advanced tax planning tools for portfolio transitions, along with seamless integration into existing capabilities

YourStake and Broadridge are working together to deliver values-based investing solutions to advisors and clients of all backgrounds. Read the latest from this webinar recap.

YourStake's Gabe Rissman reveals how to ethically leverage AI in wealth management. Learn key strategies for personalization, data privacy, and values-based investing.

Discover how AI is reshaping sustainable investing with Gabe Rissman. Learn about values-aligned portfolios, investor activism, and sustainable investing strategies in this Planet Profits Podcast episode

YourStake's Gabe Rissman explores the AI confidence gap in wealth management, offering insights on successful implementation and advisor empowerment. Learn how to bridge C-suite optimism with advisor realities.

YourStake's Gabe Rissman explores how generative AI is transforming financial services, promising time savings and better client experiences for advisors. Learn key insights from InvestmentNews.

YourStake and Anasova empower financial advisors with AI technology. Streamline your lead generation, convert clients faster, and scale your practice effortlessly.

Learn how top financial advisors use Advisor Core to win clients and boost growth. Discover 6 strategies for automating proposals and personalizing portfolios in 2024.

Discover how direct indexing helps advisors capitalize on the demand for personalized, values-based investing. Learn the benefits and streamline your workflows.

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.

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.

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

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.

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.

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 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.

Gabe Rissman shares an update on the growth of our achievements of AI OCR technology for statement extraction and portfolio analysis for financial advisors.

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.

The 2024 T3/Inside Information Survey results are in an YourStake and the Values-Aligned Direct Index Solution (VADIS) carry highest ratings in financial advisors satisfaction across their categories.

Explore how financial advising is evolving with Direct Indexing to meet Gen Y and Z's need for personalized, impactful investment strategies.

Recap the year with us as we take a look back at the top 10 most read articles of 2023 on YourStake Insights

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.

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.

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.

Learn how YourStake and First Affirmative Financial Network are powering a new solution for Direct Indexing through VADIS.

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.

Advisor Core is a new suite of tools that allows for statement pdf extraction in minutes with full portfolio analysis and client-ready proposals in one unified system. 

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.

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?

YourStake is thrilled to announce the launch of new values-based data packages.

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.

Gabe interviews Frank Dixon, the creator of System Change Investing.

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.

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 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.

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.

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.

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.

YourStake is ranked #1, the third year in a row, for SRI/ESG Portfolio Analysis Services in the 2023 T3/Inside Information Advisor Software Survey.

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.

Communicating ESG investing strategies is important to ensure alignment between clients’ aims and portfolio outcomes. Here are the most common ESG investing strategy categories.

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?

ESG issues are important for reducing long-term investment risks. Learn how ESG risks can influence investment risk appetites.

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

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.

Take a look back at 2022 and all that's gone on at YourStake!

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.

In this episode, Gabe Rissman talks with Fabian Willskytt, Associate Director at Align Impact on important ESG topics

Gabe Rissman talks with Elysabeth Alfano, CEO, VegTech Invest about how alternate proteins could be the next biggest sector of investment for ESG.

Data library covers 160 top companies in S&P 500 across all 18 mandatory Principal Adverse Impact indicators.

Powered with data by YourStake, the EATV ETF Underscores Its Commitment to Investing for Animals, the Planet and People.

Market volatility has been the main focus of late, learn how you can offer ways for clients to stay invested in times of uncertainty.

Hear from Jonathan Kvasnik, ChFC tenured Finacial Advisor of BankCherokee on why beekeeping brought him into ESG investing.

See how proxy voting and shareholder advocacy can help create change in corporations

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

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.

Learn how YourStake integrates to Black Diamond.

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

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.

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

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.

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.

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.

In the continuation of taxonomy matters, we look at how ESG-Focused funds can help create better transparency in investing

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.

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.

A new series focused on examining the next era of ESG investing based on new regulations from the SEC, EU, and beyond.

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.

Hear YourStake's thoughts on what the recent fine on BNY Mellon could mean for the future of ESG investing.

Understanding how carbon credits are created and traded and what benefits they bring to our planet and portfolios.

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.

For two years in a row, YourStake has been rated #1 for SRI/ESG Portfolio Analysis tools.

How well do you know the SDGs? Use this guide to learn more about them and how to invest with them in focus.

Hear from ESG expert Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC on why ESG is the GPS of investing

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

Hear from Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments on how to be a socially and environmentally conscious investor.

Hear from Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial on why financial history is key to full financial literacy

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.

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.

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.

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.

The power of shareholder engagement and how companies can change by just the uplifting of voices.

Making sense of rating discrepancies from company to company and addressing the common question, "What is and is not considered ESG?"

Three approaches to how YourStake handles missing data in their collection process and how to build transparency and trust in reporting.

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.

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?

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.

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