Financial Advisor Magazine

Empowering Women Drives Impact Investing

The nearly 300 investors, advisors, asset managers and other attendees of High Water Women’s third annual Investing for Impact Symposium held yesterday in New York are taking a variety of approaches to engaging in impact investing but many common themes emerged during the event.   The key takeaways: empowering women is a key driver of impact, impact...

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Impact Investing The Single Greatest Opportunity For Advisors

Whether it’s called “sustainable,” “responsible” or “impact,” investing to address social and environmental issues has attracted billions of dollars in recent years while presenting both opportunities and challenges for advisors and their clients, according to a panel of experts at the 24th annual SRI Conference. This year’s conference, held Oct. 28-30 at The Broadmoor, a...

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Advisors Learning The Ropes Of Impact Investing

Now that impacting investing has achieved buzz phrase status, the next step for financial advisors and their clients is to understand what the heck it’s all about and how it can fit into a portfolio.   These and other topics related to this emerging corner of the investing universe were part of the conversation Sunday among advisors,...

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The Retirement That Works III

An artist was asked what his favorite work was. He thought for a minute or two and then replied, "The next one."   How much thought have you given to your encore, should an encore transpire in your life? I was recently approached by the outgoing CEO of a broker-dealer who paid me a warm compliment by...

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Getting In The Game

Ron Cordes, co-chairman of Genworth Financial Wealth Management, has teamed up with longtime social investing advocate Tim Freundlich of Calvert Funds to launch Impact Assets (www.impactassets.org). The site is rife with information on impact investing for both individuals and financial advisors and includes the ImpactAssets 50, a global database of leading private debt and equity...

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