Category Archives: financial advisors

The Year in Community Capital: Coops, Crowdfunding and Other Coups

It’s been a head-spinning year. But amid the chaos, a lot of good progress was made in the community capital field.  Here are some of the top stories of 2018: 1. Coops Rising The United Nations designated 2012 the International Year of Cooperatives, but we would argue 2018 was the year that cooperatives really began […]

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It’s About to Become Easier to Choose a Socially Responsible Investment Advisor

Starting this fall, choosing a financial advisor may become a little easier for people who care about the impact their money is having—thanks to a brand new professional designation for financial advisors that was recently unveiled by the College of Financial Planning, in collaboration with the US SIF: The Forum for Sustainable and Responsible Investment. Called the Chartered […]

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Is Your Financial Advisor ‘Best for the World’?

Impact investing is going mainstream. But while you may rest easier knowing that your nest egg is making a positive contribution to society (as well as your financial position), what about the financial intermediaries in your life? Every year, B Lab publishes a list of “Best for the World” B Corps—those that rank in the […]

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What Do Financial Advisors Have Against Local Investing?

I was on a panel earlier this year at the ComCap conference in Portland, discussing how my colleagues and I manage to do what other financial advisors seem incapable, unwilling, or downright frightened to do. Audience members recounted tales of bringing this taboo investment subject up to their financial advisors, only to be rebuked, scolded, […]

A New FinTech Conference Debuts, With a Focus on Fairness

Technology has been reshaping finance over the past few years, and Dara Albright has been in the thick of it, producing insightful webinars, events and conferences, such as LendIt, the massive online lending expo she helped to launch. Her latest production, FinFair, takes place July 29 in New York. With a focus on new investment […]