How To ‘Toe-Dip’ Into Impact Investing
Impact Assets, a nonprofit financial services firm, is trying to bring more investors keen on sustainable investing into the deep impact-investing fold. The firm has lowered its administrative fees to 0.40% and decreased the investment minimums on private debt and equity options to $10,000, it said in a recent release.
The firm has also added two private debt funds to its suite. They include investment funds for ecoforestry (which maintains and restores forests) and small business lending to underserved borrowers.
The firm hopes its efforts will lead to greater engagement with investors and advisors, not only those interested in financial returns, but those interested in social and environmental returns as well.
RetireUp Expands Offering With ‘Pro’ Version
RetireUp, a retirement planning software for financial advisors, has expanded its product offering by launching RetireUp Pro. The new product features risk assessment tools, an income stability ratio tool, account aggregation and a few other solutions that help advisors map out their clients’ defined income. This latest platform is an end-to-end retirement-planning tool, according to the company.
With RetireUp Pro, advisors are also able to on-board clients, archive paperwork (in a compliant way), construct retirement plans in 30 minutes and display insurance products on the platform.
Financial Independence Group, a finance and insurance marketing organization that supplies products and services to financial professionals, has announced a partnership with RetireUp to use the proprietary RetireUp Pro platform.