Why values integration is the key to practice management

By Alex Laipple and Melissa Mittelman

September 3, 2019

Successful practice management is often a juggling act—there’s a long list of tasks financial advisors put in motion before they ever get to sit across from clients to talk about the issues they care about. So how do you spend that precious time with your customer? How are you building a cohesive team and a brand that stands out among competitors?

The Amazon is burning. Are your investments fueling the fires?

Featuring co-founder Jay Lipman

August 29, 2019

Clients having been asking us about deforestation and how they can take steps to prevent it. While this merits a much longer discussion, we hope this video helps people begin to understand how the food on our plates, the shampoo in our bathrooms, and the investments in our portfolios are connected to what's happening in the Amazon, and indeed, globally.

What do Apple, Amazon and JP Morgan have in common?

Featuring co-founder Jay Lipman

August 27, 2019

Aside from being blue chip mega-caps, their CEOs are all part of the Business Roundtable, a grouping of the most powerful CEOs on earth. Last week marked a monumental shift in how this elite group of leaders define corporate success, shunning the 'greed is good' mentality and accepting what we already know, that sustainability is good for long term business success.

Sustainability Stories

A summer spent with Aleks and Thomas

Interview by the Ethic team

August 25, 2019

This summer we absolutely lucked out. Thomas, a sophomore computer science major at Stanford, and Aleks, a grad student pursuing computer science at NYU, graced us with their coding wizardry, positivity, and impressive work ethic as engineering interns here at Ethic HQ. We wanted to get their feedback on the summer and insight into their interest in sustainability.

Tuesdays with Travis

A conversation on greenwashing

By Travis Korte, Melissa Mittelman, and Jay Lipman

August 13, 2019

As consumers, investors, and workers increasingly seek out organizations attuned to environmental and social issues, it can be hard to know which companies have meaningful impact and which just have good marketing. How can we differentiate between those who do and don’t practice what they preach?

Building a mission-driven company—2019 Fintech CEO Summit

Featuring co-founder and CEO Doug Scott

Our co-founder and CEO Doug Scott sat down with Kenneth Singleton, professor of management at Stanford GSB, at the 2019 Fintech CEO Summit to discuss how to build a mission-driven company.

Our Series A milestone

Featuring co-founder Jay Lipman

The Series A is a milestone for Ethic that recognizes the truly special people that make up our team and the incredible investors we've been lucky to have support us in our journey so far. This investment enables us to continue accelerating our growth to match the huge demand for sustainable investments.

The changing role of the investment advisor

By Johny Mair, Kamel Bouraoui and Melissa Mittelman

The role of investment advisors has changed throughout history, often upending traditional practices and requiring advisors to connect with clients in new ways. The story of how advisors rode out the cultural and economic trends of the past can provide insight into how today’s advisors can best face their future. What’s coming next? What can the industry's history tell us about what's to come?

Women's pay gap with Rebecca Hu

Featuring co-founder Jay Lipman

They win (back to back) World Cups, draw more viewers, bring in more revenue, and play more games, so why does the U.S. women's soccer team still have to fight for equal pay? I got to dive into the gender pay gap issue with Rebecca in this interview,

Tuesdays with Travis

Issue deep-dive: Climate Change

By Travis Korte and Melissa Mittelman

How can investors identify which companies are responsible for climate change? How far into a supply chain does that responsibility extend? What's one thing more investors should know about climate impacts? Watch our latest Tuesdays with Travis to find out.

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