The Latest

The Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.

Thomas W. Miller Jr. is a professor of finance. He holds the Jack R. Lee Chair in Financial Institutions and Consumer Finance at Mississippi State University. He is also a senior research fellow at Consumers' Research.

Derek Barnard is a partner at Anders CPAs + Advisors.  He helps privately held companies with strategic planning, cryptocurrency tax planning, business transition and succession planning.

David Knutson is the head of U.S. Fixed Income Product Management at Schroders. He joined the firm in 2016 as head of Integrated Research — Americas, managing the investment grade, municipal, emerging market and high yield research teams.

David was a senior research analyst at Legal and General Investment Management from 2007 to 2016, which involved coverage of global financial companies and emerging market issuers.

David is currently the chair of the Credit Roundtable and is active with the Sustainability Accounting Standards Board. 

Two porcine pals, two investment styles, two very different outcomes.

When it comes to accommodating older employees, not all jobs are created equal. Luckily, new research has ranked them for us.

Brian Schaefer is Vice President and Wealth Portfolio Manager at Johnson Financial Group. He works with individuals, public entities and non-profit organizations to create customized investment solutions. Brian is a member of JFG's Fixed Income Group and Investment Research team.

Apple and Alphabet lead a new list of 200 global companies that incorporate sustainability into their business and investments.

Erin Levy, head of financial systems advisory at CNA.

The fintech firm providing ESG data technology gives financial advisors more openings to ask customers about their values and implement them in portfolios.