Behavioral Finance and Leadership with Natalie Wolfsen from Orion
Masters in Business
00:00
ESG Investing, AI Technology, and Industry Trends
The chapter covers the SEC's concerns regarding communication of financial performance, values-based investing, and ethical considerations impacting investment returns. It explores ESG investing, greenwashing, and the use of AI in wealth management technology. The conversation also touches on industry consolidation, the importance of fiduciary standards, promoting diversity in the financial planning industry, and the significance of cybersecurity in financial technology platforms.
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