Financial World: No margin for complacency
Wealth Management is undergoing a profound transformation as clients increasingly expect advisors to make sure that their investments are aligned with their values. John Pepin, of Philanthropy Impact, explains how to best tackle this:
“At Philanthropy Impact, we believe the future of wealth management is about more than numbers – it’s about aligning capital with purpose to create lasting value for people and a sustainable future. And, together with our members and partners, we are committed to making that vision a reality.”
Download the full interview here.