Carol J. Clouse

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Advisors Strengthen Client Ties With Responsible Investing, Study Says

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A majority of investors want advice on SRI investing, but many advisors aren't aware of the demand, according to the survey.

Impact Investors See Food, Agriculture As Top Concerns

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Making sure the world can handle increased food demands has become the top focus of impact dollars, a new report says.

Clean Energy Offers Investors New Opportunities

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As the transition to low-carbon alternatives gains momentum, wealthy investors have renewed their interest in the sector.

Morgan Stanley Nudges FAs Toward Sustainability

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The firm has made sustainable investments more accessible to its advisors through education and easy access to products.

Prince's Estate: When A Rich Icon Dies With No Obvious Heir

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The fate of the singer's estate, which includes a treasure trove of unpublished music, remains a mystery.

Schmoozing The Inner Circles Of The Super-Rich

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A digital forum provides advisors with potential access to those serving the super-rich.

Impact Investing's New Theme: Themes

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Wealth managers are trying to help impact investors pursue their objectives with more focus.

Struggle Not Over For Gay Heirs

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Same-sex couples face estate planning hurdles despite having their unions legalized by the Supreme Court last year.

Wunderbar! A Solar Investment Fund Seeks FAs

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Wunder Capital is reaching out to financial advisors to invest in commercial solar projects.

Bob Doll: Expect Non-U.S. Securities To Outperform In ‘16

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In his annual predictions, Nuveen’s chief equity strategist sees many similarities between 2016 and last year.

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