Which one of the following characteristics is more correct concerning
younger wealthy individuals (millennials and GenXers)?
A) Younger wealthy individuals are seeking more technological options in
financial planning.
B) Younger wealthy individuals have not experienced significant bear
mark...
✓ ~~> A) Shareholder activism also plays a part in getting companies
to listen by passing shareholder resolutions. Sustainable and responsible
investing has been found to be of importance to Gen Xers and
millennials. Several studies have now shown taking into account ESG
factors actually increases long-term returns. For SRI investments, the
adviser needs to set up a series of filters to determine a client's specific
wants for a sustainable fund. For instance, tobacco may be a main
prohibition for one client, while religious aspects may be a positive filter
for that same or another client. Mod 1
Concerning control of assets in a private foundation versus a donor-advised
fund, which one of the following aspects is true for a donor-advised fund?
A)Remains with founder's values
B) Needs lengthy IRS approval
C) Easier and less expensive to launch
D) Must pay out a certain percentage each year
Master01 | September, 2024/2025 | Latest update
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