Governor Ron DeSantis signed Florida’s “Parental Rights in Education bill,” dubbed the “Don’t Say Gay” bill by opponents, at the end of March 2022. Veris Wealth Partners has always supported and will always support LGBTQ+ rights and equality. We are disturbed by Florida’s adoption of this law and the news that lawmakers from at least 19 other states are now considering similar legislation. We are devastated to think of the impact this is already having on LGBTQ+ families and especially children.
Roraj Pradhananga, Senior Research Analyst at Veris Wealth Partners, was named a Veris Partner in December of 2021. Roraj leads our Investment Research team, is a voting member of the Investment Committee and Chair of the Equity, Diversity & Inclusion (EDI) Committee. We asked Roraj to answer a few questions about his life, career, and vision for the future of impact investing.
Veris Wealth Partners stands in solidarity with the people of Ukraine. We condemn Russia’s unprovoked attack on Ukraine’s sovereign soil and our hearts grieve for the people who are now suffering incredible losses in this unjust war.
GenderSmart, a global field building initiative dedicated to unlocking the deployment of strategic, impactful gender-smart capital at scale, recently launched a Justice, Equity, Diversity and Inclusion (JEDI) toolkit.
By now you may have heard the news that, as of January 31, 2022, the private investment firm Rosemont Investment Group has partnered with Veris as a minority investor. We are thrilled to share this news, as this move means that we are successfully managing succession at Veris by doubling down on our independence and our commitment to impact investing by seeking out innovative financial partners as well as promoting from within.
The flow of assets into Gender Lens Investing (GLI) continues to grow rapidly. According to a new analysis by Veris Wealth Partners, asset growth in public market separately managed accounts (SMAs) doubled over the last two years – from $500M to over $1B in assets among 18 products.
The December 2019 passage of the SECURE Act may feel like ancient history, but its effects resonate within a few key financial planning issues relevant to investors today. In this blog we will highlight some of the major changes between year-end retirement and financial planning issues.