Socially responsible investing, or SRI, has become increasingly popular over the last decade. More and more mainstream money managers are incorporating social and environmental factors into their investment decisions in response to the demands of investors who want to own companies that share their values.

From 2012 to 2014, for example, SRI assets increased 76%, according to the US SIF Foundation. The total of SRI assets at the start of 2014 was $6.57 trillion. These assets now account for more than $1 out of every $6 under professional management in the U.S.*

While more and more investors are asking for socially responsible investing solutions, many advisors may be overlooking this opportunity. A recent survey indicated only about 49% of advisors offer SRI as an option.**

Advisors may think the investor has to sacrifice performance to accommodate SRI, but studies show that doesn’t have to be the case. A 2011 study by GMI Ratings found that “on...

The New Facebook Search Graph: Will It Change How RIAs Think About Social Media?

I get asked all the time about advisors being on social media.  We all know the issues: compliance scares people from taking action, lack of compelling content, who wants to follow their advisor on Facebook…to name a few. I, for the most part, have told advisors to concentrate on...

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What Trust’s ISO Certification Means for Advisors’ Data Security

You probably don’t spend much time thinking about data security, but it’s vitally important to both you and your investors’ peace of mind. Trust Company of America recently achieved the International Standardized Organization (ISO) 27001-Information Security Management Systems (ISMS). ISO is...

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How Liberty’s New Trading Features Make Your Practice More Efficient

Is technology slowing down your business? At the end of February, Trust is launching several new features on the Liberty platform that are designed to make portfolio management simpler than...

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3 Ways Blogs Help Advisors Generate New Leads

Looking to grow your business? Quickly find out where your growth opportunities are with the RIA Compass business assessment

Blogs are an excellent tool for generating new leads when they’re executed well. If...

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