Socially responsible bond issuances have grown rapidly over the past decade due to a rise in global awareness of ESG factors, but will their popularity continue to expand? In this Leaders forum session from Texas Public Finance, moderator Lynne Funk, innovative editor at The Bond Buyer, is joined by Adebola (Bola) Kushimo, vice president and senior analyst at Moody's Investors Service; Kevin Horan, director of fixed income indices at S&P Dow Jones Indices; Melissa Dubowski, deputy finance director at the City of Houston; and Unmesh Bhide, managing director at J.P. Morgan for a discussion about the global trend toward greater transparency in financing public infrastructure assets. The expert panel also discussed how investors evaluate the qualitative environmental credentials of these projects relative to other green fixed-income investments and how pricing and evaluations, and the traders who use them, are factoring in ESG into their models.
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Issues that feature a character's first appearance or death — or even a popular artist or writer's first publication — can command high prices. But a volatile short-term investment market and meticulous storage demands remain concerns.
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With deals like Cetera's purchase of Avantax, Morgan Stanley's of Parametric and JPMorgan's of 55ip, big firms are increasingly able to answer high net worth clients' tax questions without having to send them to outside professionals.
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Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.
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The many technical planning questions may be moot until spouses can find common ground on money and wealth in general, CFP Board conference panelists said.
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In this month's Financial Advisor Confidence Outlook, advisors' feelings about the overall economy and practice performance were up. That optimism could be fleeting.
October 7 -
In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.
October 7