RIA founder and consultant starting a new role as chief growth officer.
"More acquisitions are clearly in our future," says CEO.
Inspire Investing's ETFs and SMAs held companies that supported causes counter to the biblical values the products advertised, the regulator said in a settlement Thursday.
House Republicans passed legislation this week that would potentially tamp down on sustainable investing options within retirement plans.
Industry has slowly evolved into less tangible aspects, says advisor after FPA report.
Total client losses of $89 million "wiped a lot of people out,” says lawyer.
The company will shut off access to accounts by third parties that use client credentials to log in, the firm said.
As phased retirement and "unretirement" become normal, working past the traditional retirement age of 65 helps with finances and can help slow cognitive decline.
Many workers still don't participate in plans or contribute enough to their accounts, and a former DOL leader says she wishes IRAs were looped into the Employee Retirement Income Security Act.
Money has been pouring into actively managed ETFs and out of active mutual funds, but the future for the products, including semi-transparent ones, is hardly certain.
