ESG

State Threatens Multimillion Penalty Against BlackRock

BlackRock has been issued a legal warning by the U.S. state of Mississippi over "false and misleading statements to Mississippi investors" tied to its...

SEC Adopts Final Rules for Climate-Related Disclosures

The new rules will provide “consistent, comparable and decisions-useful information,” says SEC Chair Gensler.

Why Wall Street Firms Are Flip-Flopping on Climate

JPMorgan, State Street and Pimco pulled out of an international coalition of money managers pushing big companies to address climate issues.

Investors Pull Billions From Sustainable Funds Amid Political Heat

All in all, it was the “worst calendar year on record,” wrote Alyssa Stankiewicz, Morningstar’s director of sustainability research.

Controversial Biden ESG Rule Stands

A Biden administration rule that allows employee retirement plans to consider ESG issues when investing has survived a legal challenge.

The ESG Conversations You Need to Prepare For

Regardless of your opinions on ESG, it has staying power. Here’s how to discuss it intelligently with clients.

Is Investing in Climate Change Worth It?

It'll be a 'bumpy ride’ but the economic tailwinds are compelling, says the co-founder of a climate-focused investing platform. ‘It’s going to be a bumpy ride’ but the economic tailwinds are compelling, says the co-founder of a climate-focused investing platform.

Climate Initiatives Take Beating This Year

There are many reasons, but the political backlash against ESG wasn’t one of them.

Larry Fink’s Bet on Saudi Oil Money Is Also His Latest ESG Woe

Lately, BlackRock's CEO Larry Fink has been forced to defend — and even de-emphasize — his stance on ESG investing.

Green Banks Tackle Affordable Housing and Climate Change Crises

The nation's two-dozen green banks are beginning to make it easier for private investors to support a variety of projects.

Latest News

See all >>

Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.