Grace L. Williams
- Indexed articles, last 90 days
- 45
- 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
ESG is out of fashion. The risks remain (opens the original)
Read excerpt
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
What climate finance means for portfolios (opens the original)
Read excerpt
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
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