by
Evan Simonoff
Last Friday, February 6, an outstanding TD Ameritrade conference suddenly turned into a WWF-like smackdown event when an advisor, trembling with rage, lashed out at former White House advisor Karl...
by
Dorothy Hinchcliff
REITs have been a part of the green building trend, although the
economic crisis is slowing or postponing some of those efforts...
by
Evan Simonoff
For several decades, the profession's leading practitioners have
described their work as comprehensive financial planning...
by
Dorothy Hinchcliff
Financial advisors interested in learning which companies are regarded as good investments based on sustainability criteria can get some quick insight by looking at the Global 100.
by
Evan Simonoff
Speaking at TD Ameritrade's annual conference in Las Vegas, Black Rock Vice Chairman Bob Doll told attendees that "if the Fed needs to buy stocks on the floor of the New York Stock Exchange, they...
by
Dorothy Hinchcliff
Social(k), an SRI retirement plan provider that works with nearly 400 financial advisors, had a good year in 2008 ...
by
Dorothy Hinchcliff
During this severe economic downturn that's driven revenue lower for many advisory firms, it's more important than ever for advisors to come up with creative ways to serve clients and keep their...
by
Evan Simonoff
Last week I had the opportunity to speak with one of the smartest financial advisors I know, J. Michael Martin of Financial Advantage in Columbia, Md...
by
Dorothy Hinchcliff
Let's face it, from an investing standpoint there's no way to feel good about a sector that dropped 70% last year, except maybe if you got out in 2007...
by
Evan Simonoff
When it comes to commentary on the economy and the financial markets, there is no more entertaining grouch, grump and grinch than GMO's Jeremy Grantham...
by
Dorothy Hinchcliff
Jeffrey Feldman is one of the first people to create a retail-investing product that aims to deliver returns from business and government initiatives to slow climate change.
by
Dorothy Hinchcliff
T. Boone Pickens is taking his message all over the country these days about how he thinks we should reduce our dependence on foreign oil by harnessing domestic alternatives...
by
Evan Simonoff
Hardly a day goes by without another report of a hedge fund manager disappearing, a broker jumping out of a plane and faking his death or a hedge fund closing with virtually zero assets...
by
Dorothy Hinchcliff
Wouldn't it be great if we could say that mutual funds always outperform when they invest in companies that are developing technologies to lessen our dependence on fossil fuels or that manufacture...
by
Evan Simonoff
When rumors surfaced that President-elect Obama would nominate Tim Geithner as Treasury Secretary in late November, the stock market rallied 5% in a few hours...
by
Dorothy Hinchcliff
Why bother trying to understand socially responsible or sustainable investing concepts if you are a mainstream financial advisor? You might not realize it, but you owe it to your clients.
by
Dorothy Hinchcliff
In the United States we've been talking about breaking our dependence on foreign oil for decades, and the promises we've been hearing from Obama and the publicity around promising new technologies...
by
Evan Simonoff
Speaking in Boca Raton, Fla., at the 2nd Annual Inside ETFs conference on Monday, economist Ed Yardeni told attendees that since there are SDS and SRS ETFs, maybe someone should create an SOS ETF.
by
Dorothy Hinchcliff
I've been writing about financial planning for a long time now, but my
interest in socially responsible investing, particularly sustainable
investing, is relatively new...
by
Evan Simonoff
Mary Schapiro's appointment as chair of the Securities and Exchange Commission is already triggering lots of whispering, little of it positive, in the financial advisor community...
