The Growing Influence of Impact Investing

Clients — especially women and millennials — want to invest with their values. What are you waiting for?   Impact investing isn't just for philanthropists.   On Dec. 1, a company called ImpactAssets launched two products: the Microfinance Plus Note and the Global Sustainable Agriculture Note. These impact investing notes are “designed to target an interest rate range of...

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Second acts: How (and why) boomers are embracing encore careers

Thirty years ago, when Ron Cordes got his start in the financial services industry, he had similar goals to most people in that line of business — to serve people, help them build nest eggs for their retirement and make a little money for himself along the way.   In reviewing his career path, Cordes did alright...

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