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.

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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

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