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A new fund awaiting SEC approval seeks “to address the concerns of vegans, animal lovers and environmentalists.”

Not all firms have procedures in place. Of those that do, about 20% aren’t enforcing them.

Marcy Ledford is a director in the workforce solutions group at Unum. She can be reached at mledford@unum.com.

Being an independent advisor isn’t for everyone.

The firm is set to formally begin raising a new fund dedicated to this practice imminently, according to people familiar with the matter.

Matthijs Pronk is CCO of Intrapay.

Certain clients may consider donating directly from their IRAs.

Gemma Rogers is the co-founder of Fintrial LTD.

Julie Myers Wood is chief executive officer for Guidepost Solutions LLC.

Bob Jones is chairman and chief executive of Old National Bancorp.