Karen DeMasters

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ESG Issues Becoming Important For ETF Investors

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Finding nuanced ETF portfolios with ESG focus is still difficult, research analyst says.

Millennials In Search Of Advisors

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Young people should look to their parents' advisors for help, a New Jersey advisor says.

CFPs Can't Call Themselves 'Certified' If States Get Their Way

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The FPA has joined a coalition to stop state laws barring professional use of the word "certified."

US SIF Provides Money Managers With Guide To Responsible Investing

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The new resource complements a guide produced earlier for advisors.

Here Are The Money Questions That Vex Americans The Most

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These are the financial questions everyday people most frequently have on Google.

AssetMark Adds 12 Fund Portfolios

by FA Staff

Twelve new AssetMark MarketDimensions portfolios are being added to AssetMark’s platform.

Advisor Agrees To Stop Offering Fraudulent 'Tomahawkcoin'

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The SEC also warned the public to check the backgrounds of everyone offering investments.

Illegal Oil And Gas Investments Netted Sellers Millions In Commissions, SEC Says

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Three men have been charged by the SEC with illegally soliciting investments in two Texas oil and gas companies.

Ex-UBS Rep Stole $4M From Clients, Including Widow's Life Savings, SEC Says

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John Maccoll of Michigan faces criminal and civil charges for allegedly pocketing the money for his own use.

Social Security Will Go Broke Faster Than You Think, Wharton School Says

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Social Security trustees are not considering macro-economic factors that will reduce payroll taxes, the study say.

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