Investors are more and more interested in putting their money where their hearts lie. RBC has a report out that shows advisors’ faith in ESG-integrated portfolios. And Interactive Brokers has a new app that allows investors to choose investments based on their values. J.P. Morgan is offering an investment summit for Black and Latina woman. And Raymond James’ Alex. Brown has new digs on Park Avenue in Manhattan. As always, advisors are on the move. See where they’re going and where they’ve left. Scroll through to find what you might have missed this week in financial planning news.
J.P. Morgan, Raymond James, RBC, plus an app for political investing, advisors’ faith in ESG and more
