Build an SRI Portfolio without Sacrificing Broad Exposure – Financial Planning Magazine

When you set up a planning practice in Denver, a city of health enthusiasts and environmentally attuned residents, you have to expect that some clients will want to invest in ways that match their social aims.

But socially conscious investments — which might exclude alcohol, tobacco or defense stocks, among others — are in the eye of the beholder, says Matt Papazian, chief investment officer and co-founding partner of Cardan Capital Partners.

8 Millionaire Money Tips for the Rest of Us – U.S. News & World Report

The advice financial advisors give their wealthiest clients applies to everyone.

If you’re barely getting by, it may seem crazy to try to emulate a millionaire. After all, millionaires have a ton of money, and you don’t. And while some millionaires used their wisdom and wit to get where they are, there are presumably plenty out there who were born wealthy and had numerous advantages growing up.

Merrill, Morgan Stanley: Sustainable Investing Can Work – Financial Advisor IQ

Do-gooder clients are out in force these days, demanding both competitive investment returns as well as portfolios built with some sort of social relevance. But new research from analysts at Merrill Lynch and Morgan Stanley suggest that advisors with solid grounding in the fundamentals of today’s fast-expanding marketplace of socially responsible investing can indeed have their cake and eat it, too.

Ex-Merrill FAs Make a “Clean Break” for Independence – Financial Advisor IQ

After 26 years with Merrill Lynch, advisor Matt Papazian left Friday to open his own independent RIA in Denver, Cardan Capital Partners. Joining him at the new firm are four other ex-Merrill advisors and three staffers. The team managed $725 million at the wirehouse and is getting back-, middle- and front-office support from Dynasty Financial Partners.