Browse All Communities

4 total

ESG Investing  

Cambridge Nation community for advisors to discuss questions, topics, issues, and best practices related to ESG (environmental/social/governance), socially responsible, and impact investing.Find updates about Cambridge Social and Sustainable Investing here.

  last person joined 6 months ago

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Faith-Based Investing Community  

This community is designed for advisors who work with clients desiring faith-based investing or Biblically-responsible investing.

  last person joined 4 months ago

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LGBTQ Community  

This community is an invitation only discussion group for advisors and staff who work with, or desire to work with, LGBTQ (Lesbian, Gay, Bisexual, Transgender and Queer or Questioning) clients.
Anyone interested in joining this community can request an invitation by emailing: techconsulting@cir2.com

  last person joined 10 months ago

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WealthPort User Group  

WealthPort User Group
Group Owner - Client Solutions

  last person joined 2 months ago

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