2022 ESG Practice Playbook Series: Now Available On Demand – For Financial Professionals Only

Please join us for two new installments of our ESG Practice Playbook series with RIA Channel, specifically designed to help financial advisors deepen their ESG knowledge and grow their practices.  This complimentary online series will focus on current trends related to ESG practice management, including ways to address social KPIs, ESG regulatory examination trends, and RIA…

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The Great Repricing: Financial Advice in the Age of Climate Change – Free On Demand Replay

The Great Repricing: Financial Advice in the Age of Climate Change Speakers Include

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The ESG Practice Playbook: Education, Training, and Leadership (for Financial Professionals Only)

Please Note: This webinar series is for financial professionals only, and the replay can now be seen on demand by clicking here The ESG and sustainable investing landscape has greatly evolved over the last decade. From the evolution and increased adoption of standards and protocols, to the propagation of new data sets, there are now…

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NYS Department of Financial Services Emergency Regulation

If you are a client who lives in the state of New York and purchased a life insurance or annuity contract, on March 20, 2020, the New York State Department of Financial Services (DFS) adopted an emergency regulation that provides relief to certain policyholders who can demonstrate financial hardship as a result of COVID-19. For…

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Jeff Gitterman wins RIA “Thought Leader of the Year” at the Wealth Management.com Awards

We are very proud to announce that Gitterman Wealth Management co-founding partner Jeff Gitterman has been named RIA “Thought Leader of the Year” at the 2018 WealthManagement.com awards.  The award was given on Thursday, September 13th, at a black tie gala event at the Ziegfeld Theater in NYC.  Now in its fourth year, WealthManagement.com hosts the…

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