Category: VADIS News

10 Reasons Why a Direct Indexing Solution Can Help You Grow Your Practice

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 […]

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Showcasing the Power of Active Ownership: Demanding Action on Child Labor from McDonald’s and Wendy’s

First Affirmative Financial Network, a leader in values aligned investing, views proxy voting and advocacy as the impact of ownership. The firm stands by the values it shares with its clients and is committed to making a difference through working with Advisors and end-clients to generate the change they wish to see in the world. […]

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