Érica Carnevalli is a spring reporting associate at Financial Planning. She is a graduate student in the business and economic reporting program at New York University. A native of Brazil, she has also worked at Brazilian publications and interned at CNBC Investigations in New York.
Choosing the right strategy can lead to more clients and achievement of a firm's goals.
A white paper examined the findings of behavioral economists and came up with strategies for improving decision-making and processes.
Women's wealth is growing faster than ever. But the finance industry is not keeping pace with the wealth transfer, leaving potential clients behind.
A new report found more than 542 shareholder resolutions filed on ESG issues as of mid-February in this year's proxy season. But anti-ESG proposals also jumped.
A new study by the nonprofit ETF Group highlighted how sustainable investors should look at the extractive agrifood sectors the same way they regard the oil, gas and coal industry.
As giant institutional asset managers like BlackRock manage over $60 billion assets in ESG-focused funds, much smaller firms are targeting retail investors looking to create a socially impactful portfolio in local communities.
A new analysis by Ceres found that pledges by financial institutions to combat climate change are at odds with their bankrolling of fossil fuel companies.
Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.
Collectibles worth up to millions of dollars are securitized into thousands of shares that trade for as little as $10 a pop.
The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.