James Lumberg

Displaying 3 results
YOUR PRACTICE PRACTICE MANAGEMENT APR 03, 2017
Advisers must seize opportunity to deliver best-interest advice to clients

New fiduciary standard will lead industry forward regardless of DOL rule outcome.

INVESTING ESG JAN 26, 2017
How sustainable investing is like climbing a mountain

Envestnet co-founder and executive vice president James Lumberg reflects on why investing with the intention of saving the world is no different from ascending its biggest summits.

INVESTING ALTERNATIVES APR 24, 2016
Making a case for impact investing