College for Financial Planning®—a Kaplan Company Research
Johnson, D. (2020). AWMA-SE Financial Planning for Athletes and Entertainers. College for Financial Planning: Denver, CO.
Mannaioni, D., Sunder, A. and Henderson, R. (2019). Financial Designations: Can they be gateways to financial planning education? [Conference presentation]. Academy of Financial Services and Financial Planning Association 2019 Conference, Virtual.
Mannaioni, D. 2020. Financial Designations: Can they be gateways to financial planning education? [Conference presentation]. CFP Board Registered Programs 2020 Conference, Virtual.
Nickerson, A., Shnaider, C, & Sunder, A., (2019, May). Housing value for retirement: Whom does it fail? [Conference presentation]. American Council on Consumer Interests 2019 Conference 2019, Arlington, VA, United States.
Pasztor, J., Sunder, A., & Henderson, R. (2019, February). Success in CFP® education: Results from students’ performance data. [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.
Pasztor, J., Sunder, A., & Henderson, R. (2019, May). Diversity in financial planning: Digging little deeper for rationality. [Conference presentation]. American Council on Consumer Interests 2019 Conference, Arlington, VA, United States.
Pasztor, J., Sunder, A., & Henderson, R. (2019, February). Success and satisfaction of women in financial planning. [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.
Sunder, A., Palmer, L., Goetz, J. W., & Chatterjee, S. (2019, February). Comprehensive advisors vs. modular advisors: A study of household financial assets during the Great Recession. [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.
Angell, M. Hire a Paraplanner.
Johnson, D. History of the Financial Planning Profession.
Johnson, D. Current Issues in Financial Planning.
Pasztor, J., Sunder, A., & Henderson, R. Diversity Initiatives in Financial Planning.
Shnaider, C. and Sunder, A. Owner and Advisor Treatments of Housing Value.
Why that green fund you bought might include a coal miner – Stan Choe, Associated Press & The New York Times (January 23, 2020)
Long leery about ESG, Vanguard Group changes tune, launches ESG bond ETF and promises to ‘evaluate’ more — as rival BlackRock barrels ahead in the category – Oisin Breen, RIABiz (July 21, 2020)
Labor Department gathers information on how retirement plans use ESG funds – Mark Schoeff Jr., InvestmentNews (June 17, 2020)
3 Questions: The pandemic and ESG investing – InvestmentNews (September 22, 2020)
Triple Play: How to root out greenwashing when evaluating ESG investments – InvestmentNews (September 22, 2020)
Betterment goes ‘strategic’ with ESG after stunning 2020 inflows and fortuitous ‘accident,’ stumbling on Rockefeller subsidy of NAACP play – Oisin Breen, RIABiz (October 22, 2020)
You Can Build a Portfolio You Love and Invest Responsibly – Bola Sokunbi, quoted on Citi “Life & Money” blog (November 10, 2020)
The 21 Smartest Money Moves to Make in 2021 – Mallika Mitra, quoted in Money Magazine (Online), December 16, 2020