In our latest ESG Matters video, Mark McDivitt of State Street joins us to discuss the current state of #ESG. Key takeaway for financial advisors trying to better understand this space: ESG is simply risk management. At a time when the vast majority of corporate value is derived from intellectual property/intangibles, ESG is the 21st century tool to help quantify this. Thanks to Evan Zall for collaborating on this – to learn more about ESG please visit www.esgforward.com
USA TODAY and Statista recognize Perigon Wealth Management as one of the Best Financial Advisory Firms 2023
An inaugural list of the Best Financial Advisory Firms of 2023, developed for USA TODAY by market research firm Statista, attempts to simplify the jumble.
The list is based on the belief, espoused by many financial experts, that the best place to start is with registered investment advisers (RIAs).