For the Second Year in a Row, We Stand Out! The latest 2025 T3/Inside Information Software Survey of Advisors has been released, and it brings exciting news for First Affirmative’s Values-Aligned Direct Index Solution (VADIS) built in partnership with YourStake. We have made remarkable strides in several categories, showcasing the impact of our hard work […]
By Kaitlyn Mitchell, MBA, Shareholder Engagement Coordinator View the Full Engagement Overview Report Here. First Affirmative Engagement Priorities First Affirmative’s engagement priorities for the 2023-2024 proxy season exemplify our commitment to meaningful advocacy through a variety of channels, including signed letters, public policy advocacy, campaigns, and shareholder proposals. Addressing climate-related issues remains at the forefront […]
Read the Full Article Here. Direct indexing has been a tool for high-net-worth investors for decades, but advancements in technology like fractional shares have transitioned it into a widely accessible and indispensable strategy. By allowing clients to own the individual stocks that make up an index rather than a pooled investment like a mutual fund […]
