3BL Media

MAY 4, 2022

Diversity & Inclusion : In 2021, the firm published expanded gender and ethnicity representation data and developed a global D&I strategy to diversify talent at all levels. Employee Experience : The firm will complete development of its employee value proposition to reflect the employee experience and Franklin Templeton brand.

Corporate Social Responsibility 246

Corporate Social Responsibility Net Zero Sustainable Investment Financial Planner 246

3BL Media

SEPTEMBER 22, 2022

Second, I see the need for more bankers and financial planners who speak Spanish. Less than 5% of certified financial planners are Black or Latino. So, financial education is key to helping them learn how financial products and services can help them achieve their life goals. population.

Financial Planner 130

Financial Planner Banking Development 130

Corporate Knights

JANUARY 8, 2025

Hundreds of RI funds have been winding down in the United States and Europe in 2024 alone, and product development slowed significantly in the first nine months of the year when, according to Morningstar data , 246 new funds came to market globally, compared with 444 over the same period in 2023. 77% 2024-07-31 100 U.S.

Greenwashing 295

Greenwashing Climate Change Net Zero Financial Planner 295

Just Capital

MARCH 6, 2024

It earned these designations through a variety of investments, including supporting the career development of its workforce and demonstrating a clear commitment to climate leadership, such as pursuing an aggressive 1.5-degree Avangrid ranked highly in JUST Capital’s 2024 Annual Rankings of America’s Most JUST Companies at No.

Financial Planner 98

Financial Planner Net Zero Development 98

3BL Media

AUGUST 15, 2024

Our “side hustle” might be a catering business, lifestyle coaching services or web development. Talk with a financial planner and consider a Simplified Employee Pension (SEP), which is a type of Individual Retirement Account (IRA). For example, a financial advisor is a great person to have as an accountability partner.

Financial Planner 147

Financial Planner Development 147

3BL Media

JANUARY 9, 2025

Our 174 Forbes' honorees quadruple the number recognized just one year ago are proof that Northwestern Mutual's comprehensive approach to financial planning is resonating in the marketplace and is helping more Americans build financial security."

Financial Planner 130

Financial Planner Digitalization Banking Development 130