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Advisory Insights

MMI Advisory Insights featuring Randy Bullard and Josh Levin

February 28, 2022

Randy Bullard of Charles River Development and Josh Levin of OpenInvest discuss the current paradigm shift toward personalization in ESG investing across the wealth industry and the new opportunities it presents for wealth management firms and individual investors. *Content recorded in the Fall of 2021.

Advisory Insights Web Graphic

 

Vimeo URL: https://vimeo.com/681509150/368657dc3d