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
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
Spam and phishing is an unfortunate reality for all businesses to combat. In order to maintain a secure, compliant, and successful business, we must protect ourselves against phishing by becoming vigilant and smart in our daily activities.
Topics: Financial Advisors, Financial Technology, Cybersecurity, phishing, Email