Several endowments reported that their total returns actually increased after incorporating sustainable investing strategies into their approach, according to a new report from the Intentional Endowments Network.
Advisor Laila Pence went from living in a mansion in Egypt to selling hot dogs on the Staten Island Ferry. Listen to her story of overcoming adversity to managing a $1.5 billion advisory firm.
Meanwhile, Dr. Carolyn McClanahan sold the last shares of the "aging planning" software firm she helped found.
The Democratic candidate for President also proposed a 0.1% tax on all financial transactions as part of his campaign's financial reform proposals.
The private wealth management team is led by Denis Cleary and Gregory Devine and will maintain its offices in Boston and Los Angeles.
Eric Bartoli was charged with engaging in a Ponzi scheme through the late 1990s, but federal authorities admit his prison time was double what was suggested, according to the Akron Beacon Journal.
Vivian Lee Thoreen, the attorney who represented Mickey Rooney and his estate, discusses how advisors can help protect their elderly clients.
