HeyJaredGrace L. Williams
- Indexed articles, last 90 days
- 34
- Latest publication
- Oct 1, 2026
- Outlet visibility, for American Banker
- Top 1M sites
- Earliest in this view
- Jul 7, 2026
Latest articles
FPA releases revamped PlannerSearch to better humanize planner and client interaction (opens the original)
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On Oct. 1, the Financial Planning Association released a revamped version of its software platform PlannerSearch as part of a multiyear strategic partnership with technology company Snappy Kraken. PlannerSearch comes at a time when the public needs better technology solutions to assist them in identifying "true financial planning and planners," FPA CEO Dennis Moore said during a demonstration call. The results go beyond basic listings, providing users with more tailored advisor matches based on
ESG is out of fashion. The risks remain (opens the original)
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Julianne Zimmerman has spent more than two decades advising companies on environmental, social and governance matters — long enough to notice a pattern: What "everybody" thinks about ESG changes about every two years. Zimmerman is a board advisor and stewardship strategist who got her start with clean energy in the early 2000s, when "that wasn't a thing yet," she said. "We didn't have that language. We didn't have the social trend and many people said I was a hippie and a communist and I didn't
What climate finance means for portfolios (opens the original)
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On September 23 at the U.N. Climate Summit 2026, Secretary-General Antonio Guterres renewed calls for climate finance to reach $1.3 trillion annually by 2035, arguing that leadership must come from G20 members, which account for roughly 80% of global emissions. A day later, four climate-finance leaders took up a practical question at the Climate Week panel "Who Writes the Trillion-Dollar Check?" "If we wrote it, it would bounce," said Colin le Duc, founding partner of Generation Investment Manag
Climate change is a retirement planning issue, says sustainable investing pioneer (opens the original)
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This week, thousands of attendees descended upon New York City for Climate Week 2026 to hear about strategies to protect the changing planet. Among them was a longtime financial advisor with stints at legacy firm under his belt: Pete Krull, who in 2004 decided to break away and found Asheville, North Carolina-based RIA Earth Equity Advisors. Krull has long argued that investing doesn't have to include destroying the planet in the process, and regardless of political administration or market circ
Ask an Advisor: What's the strangest retirement plan a client has brought you? (opens the original)
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With over 35 years of experience in financial services, Greg Welborn of Pasadena, California's First Financial Consulting has ushered many clients into and through retirement. He never imagined that work might one day involve a ticking clock and a shovel. After a wildfire destroyed a client's home, remediation efforts meant the Army Corps of Engineers needed to bulldoze the entire area. And the Corps was coming soon. The problem? Welborn's clients had buried several carloads of gold in their bac
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