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Advisor Innovations: How to Invest Sustainably With Jay Lipman

wealthmanagement.com
 2021-11-22

Cover picture for the articleClients largely respond positively to values-based investing—when it can be explained to them. In this episode, David Armstrong is joined by Jay Lipman, co-founder of Ethic, a direct-indexing investment platform for advisors. Ethic can...

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