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Tag: independent broker/dealer

Best Year Yet

To achieve sustainability in your financial planning practice, you have to ask yourself some tough questions: Should we further outsource our money management for clients? How do we compete in an environment where clients are relying more on technology? Does charging fees based on AUM really work for younger clients?

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Environmental, Social and Governance (ESG)

Environmental, Social and Governance (ESG) criteria is a framework for evaluating a company’s impact on the environment, community and employees, and for measuring the effectiveness of their corporate governance policies. Impact investing, Socially Responsible Investing (SRI) and sustainable investing are all terms that refer to investing based on ESG factors.

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A Tale of Carried Interest

The tax treatment of carried interest is a hot topic these days, as politicians from both parties denounce it as unjust and a concession to the privileged elite and politically influential.

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