This week the European Union outlined the world’s first comprehensive green-financing guidelines to regulate finance-industry claims in the thriving area of environmentally sustainable investment AKA ESG products. While the rules will apply only in the EU, they could have a broad effect due to Europe’s large financial markets and leadership in the sector. Lancelot King, counsel in...Read More

Can you invest in companies that help fight climate change or create a more equitable world and still make money? That is the question 20-something-year-old law graduate and investment banker En Lee found himself asking several years into his banking career. Having grown up in a family where philanthropy was a culture – his doctor...Read More

Among the key trends affecting advisors this past year were the resurgence of independent investment dealers and new mutual fund dealers joining the fray. The financial services industry is facing disruption and challenges from every corner these days. From robo-advisors that offer investment advice at a fraction of the cost – and commercials criticizing financial...Read More