Albuquerque-based Legacy Financial Group was founded in 1995 by Cris Giron and Eddie Fernandez.
Inspired by a Twitter showdown about ESG investing, Jeff and Bruce seek more information from Adam Fleck, director of equity research for ESG at Morningstar Research Services. The guys dive deep to better understand the landscape of ESG investing and how we can get past the political challenges.
A survey by Bankrate.com found that more than half of those polled viewed financial infidelity as worse than physical infidelity.
Falls Church, Virginia-based Washington Wealth Advisors is led by Maura Schauss and Todd Youngdahl.
Marty Flanagan is retiring at the end of June, while Andrew Schlossberg currently serves as the fund company’s head of Americas.
Both TC Wealth Partners and the firm it purchased, EFG Advisors, are based in the suburbs of Chicago.
CEO Kevin Rendino of 180 Degree Capital sits down with InvestmentNews anchor Gregg Greenberg to explain why microcaps offer the most opportunity in the current market environment and why America's small businesses are in excellent shape.
Carbon Fund Advisors president Tim Collins sits down with InvestmentNews anchor Gregg Greenberg to explain why his firm's new Carbon Strategy ETF is right for ESG-focused investors.
Portfolio manager Bruce Kahn of Shelton Sustainable Equity Fund sits down with InvestmentNews anchor Gregg Greenberg to explain how he selects the best innovation-focused, sustainable stocks from the bottom up.
Florida Pension Group, headquartered in St. Johns, provides retirement plan consulting and wealth management services.
