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Grace L. Williams

Reporter · US

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

  1. Article · Oct 1, 2026 · Grace L. Williams

    FPA releases revamped PlannerSearch to better humanize planner and client interaction (opens the original)

    Excerpt · English

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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

  2. Article · Sep 29, 2026 · Grace L. Williams

    ESG is out of fashion. The risks remain (opens the original)

    Excerpt · English

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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

  3. Article · Sep 29, 2026 · Grace L. Williams

    ESG is out of fashion. The risks remain (opens the original)

    Excerpt · English

    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

  4. Article · Sep 25, 2026 · Grace L. Williams

    What climate finance means for portfolios (opens the original)

    Excerpt · Neutral tone · English

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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

  5. Article · Sep 25, 2026 · Grace L. Williams

    What climate finance means for portfolios (opens the original)

    Excerpt · Neutral tone · English

    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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