Recent Press
- CNBC.com, Financial advisory industry continues to grapple with lack of diversity, top advisors say, October 7, 2021
- CNBC.com, Here’s how top financial advisors are hiring young talent, September 29, 2021
- Pensions & Investments, Large-cap growth strategies come out on top in volatile quarter, May 18, 2020
- Pensions & Investments, Top Performing Managers of Domestic Value Equity, 1st Quarter 2020, March 31, 2020
- Pensions & Investments, Top Performing Managers of U.S. Stock, 1st Quarter 2020, March 31, 2020
- Euromoney, “Wealth management: Universal benefits,” February 6, 2020
- Forbes, “The Unexpected Dangers Of Paying Off Student Loans With Your 401(k) Savings,” December 15, 2019
- Fox News, “‘Not OK, Google’: Employees, activists protest at Alphabet shareholder meeting,” June 21, 2019
- Engadget, “Google thwarts shareholder challenge to its China search plans,” June 19, 2019
- Forbes, “Amazon’s Sale Of Facial Recognition To Government Has Some Shareholders Concerned,” May 21, 2019
- The Telegraph, “Amazon faces pressure from shareholders over facial recognition technology,” May 21, 2019
- National Association of Personal Financial Planners (NAPFA) Magazine, “Top considerations for advisors investing on behalf of Muslim clients,” April 2019
- Upstream, “Chevron praised for Myanmar engagement,” April 15, 2019
- Reuters, “Chevron, investor reach deal on Myanmar shareholder resolution” April 11, 2019
- Cheddar Business, “Some Socially Conscious Investors are Avoiding Uber and Lyft,” April 3, 2019
- Reuters, “Why some green investors are passing on Uber and Lyft,” April 2, 2019
- CityWire, “10 top international income managers,” March 1, 2019
- Bloomberg, Google Shareholder Joins Outcry Over Potential China Censorship, February 12, 2019
- NextGov, Amazon Shareholders Move to Stop Selling Facial Recognition Tech to Government Agencies, January 17, 2019