SRI is no longer just for tree-huggers, but keep in mind: Your responsibility is to your client and their financial health, not their social cause or even planet earth.
The wirehouses may still have the biggest share of the assets, but the independents are right on their heels. In the first quarter of this year, long-term mutual fund assets grew at a faster pace at the independent broker/dealers, regionals an...
Advisors have traditionally steered clear of socially responsible investment funds, but some SRI funds excel in downturns. Many investors—with no interest in SRI—are starting to notice.
