Featured Columnists

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$60 Will Get You $20

by Charlie Stroller

Here's a great deal that will work only until Sunday night-and will save you more than 30% on things you're sure to need.

Coke Dismisses BPA Concerns

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Coca-Cola may be on top when it comes to soft-drink sales, but it's a laggard when it comes to revealing how it's responding to public concerns about a chemical-bisphenol A (BPA)-that's been...

Need A New Suit?

by Charlie Stroller

Here's a discount from Brooks Brothers that might come in handy if you're shopping for clothes.

Advisors' Lawsuit Nightmare: The Untold Story

A financial advisor who occasionally moonlights as an expert witness recently told me that he had many more requests to testify than he can handle...

Time For A Coffee Break

by Charlie Stroller

Here's how buying coffee and donuts can get you free coffee and donuts (or a free bagel)!

Younger Clients More Interested In SRI

by Eleanor O'Sullivan

Financial advisors who want to attract and retain younger investors may want to have their SRI ducks in a row.

SRI Bond Funds A Small But Growing Niche

by Bruce W. Fraser

Socially responsible equity funds get the lion's share of attention these days, but SRI bond funds may be an attractive alternative for some of your clients' portfolios.

Just For Financial Advisors

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A particular group of new mutual funds might be perfect for financial advisors who aren't well versed in socially responsible investing but who have some clients-or potential clients-who would...

Animal Spirits: The Last Time Capital Gains Taxes Rose

If all goes according to expectations, next year the federal tax rate on capital gains will rise for the first time in 23 years from 15% to 20%...

SRI Growing In Canada

It's not only clients who ask Betty-Anne Howard how to align their investment choices with their values. Other financial advisors often go to her for tips on socially responsible investing.

The Dollar Thrives As The Un-Euro

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Since this decade has commenced a few short months ago, the U.S. dollar has defied conventional wisdom and appreciated fairly dramatically...

B-Ds Trade RIA Merger Horror Tales

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What's the real story behind RIA mergers? Some are successful, but in general the picture isn't pretty.

Platform Helps Advisors With SRI

by Bruce W. Fraser

Envestnet's innovative SRI platform gets praise from advisors who use it.

Connecting With Clients

by Jerilyn Klein Bier

Here's how advisors reach out in effective ways to clients interested in socially responsible investing.

The Good, The Bad And The Ugly

by ,

Financial advisors should take a closer look at a recent report on SRI fund performance.

Charlie Cook: GOP Might Regain The House

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There is about a 30% chance the Republican Party could regain control of the House of Representatives, according to Democratic strategist Charlie Cook.

Advisors Making Offices 'Greener'

by Jerilyn Klein Bier

Learn what some financial advisors are doing to help the environment-and their businesses.

Is Goldilocks Back?

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On December 13, my morning was boring enough that I watched former Fed Chairman Alan Greenspan make an appearance on a show that has earned the soubriquet, Meet The Depressed...

Powerful Video

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No matter what your position on climate change, it's worth watching a video called Leveling Appalachia: The Legacy of Mountaintop Removal Mining.

Frontline News

Financial Services Overhaul Getting Closer December should be a busy month for those involved with overhauling the U.S. financial services industry...

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