Category Archives: Wealth Management

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SRI Investments in 401(k) Plans: High Demand, Low Supply

Wealth ManagementBy Adam Peck February 1, 2020

Benefits Magazine. February 2020 Greg Wait of Riverwater authored an article for the February 2020 edition of Benefits Magazine that looks into the limited availability of SRI Investments in 401(k) plans and offers solutions to plan sponsors wanting to respond to the increasing demand for SRI investment from participants. Read more

The ABC’s of ESG Investing

Responsible Investing, Wealth ManagementBy Adam Peck December 31, 2018

Coined in 2005 in a landmark study entitled “Who Cares Wins,” which made the case that embedding environmental, social, and governance factors in capital markets makes good business sense and leads to better outcomes for society, ‘ESG’ is getting a lot of attention. Individuals, particularly young ones, are liking what they hear. Companies are paying…