Hear & Now from Federated Hermes
Podcast by Federated Hermes, Inc.
Displaying 1 Episode of Hear & Now from Federated Hermes with the tag “financial advisor”.
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Episode 29: Future-proofing for intergenerational wealth transfer
November 4th, 2021 | 18 mins 13 secs
esg, financial advisor, wealth transfer
Financial advisors need ESG fluency to connect with the next generation of inheritors.