How Can We Bring Green Finance to Mainstream Investing?
Topics: Financial Advisors, Impact Investing, Client Relationships, Impact-Washing, ESG, Green Finance
Will "Impact-Washing" Be the New Greenwashing?
As we all know, the financial crisis was fueled by corruption, incompetence, and a lack of transparency. As the impact investing movement gains momentum, impact investors and advisors must keep a conscious mindset towards the formation of impact investments so that history doesn't repeat itself.
Topics: Financial Advisors, Impact Investing, Greenwashing, Impact-Washing
Take Your Own Advice: Why All Financial Advisors Should Have a Succession Plan
Succession planning is just as important for an Independent Financial Advisor as retirement planning is for any client. But many Financial Advisors nearing retirement have no plan in place. Here are a few reasons why it’s so important for Financial Advisors to take their own advice and make a plan.
Topics: Succession Planning
After weeks of speculation, on Thursday, June 1st, 2017, President Donald J. Trump publicly announced the United States withdrawal from the Paris Agreement. To many Financial Advisors with a passion or special focus on Impact Investing, ESG (Environmental Social Governance) Issues, or SRII (Socially Responsible Impact Investing), a withdrawal was something that had the potential to setback their progress, but is it possible that it had the opposite effect?
Topics: Financial Advisors, Impact Investing, Paris Agreement
Tax Reform Could Mean Big Bucks to Independent Financial Advisors
Last Month the Trump Administration released a proposal for the new tax reform plan which would have major benefits to independent financial advisors. Many financial advisors now have a uniquely appealing opportunity to go independent, create a Limited Liability Company (LLC), and see a real change to their income.
Topics: Financial Advisors, Independent Financial Advisor, Donald Trump, Tax Reform