Karen DeMasters

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Fidelity SRI Seminar Offered Online

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The one-hour seminar is designed to help advisors assist clients in SRI investing.

ESG Interest Grows For Large Investors, Survey Says

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Avoiding risks and achieving returns have become drivers in ESG investing, says Morgan Stanley

Many Financial Advisors Remain Holdouts In Digital Data Age

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The "paperless office" is still a mythical concept in many advisor practices.

Elder Abuse Prevention Website Launched For Advisors, Public

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The website was created through a partnership including Bank of America and AARP New York.

New Alliance Promotes Annuities

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AIG is among the founders of the alliance, which is promoting the benefits of annuities to investors and advisors.

Majority Of Wealthy Clients See Money As Key To Happiness, Survey Says

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Men, however, are more driven than women to accumulate money for money's sake, the survey found.

Fidelity Rolls Out Two Fixed-Income Factor ETFs

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The ETFs expand Fidelity's commission-free ETF lineup to 95 products.

Millennial Women More Worried About Investment Risk Than Men, Survey Says

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Young women's refusal to take on investment risk means they're saving less than males, the survey said.

PridePlanners Becomes Part Of FPA

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The move is designed to further diversity efforts of the FPA and support the needs of the LGBTQ community.

Wealth Enhancement Group Acquires Cimino Wealth Advisors

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The acquisition expands Wealth Enhancement Groups’ Midwest presence with its first Wisconsin office.

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