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Articles & Commentary

March 3, 2023

Veris Statement on Senate Vote to Overturn Final DOL ESG Rule

As part of the attacks on ESG, an important vote was passed by the US Senate which is worthy of note to all ESG investors and the Veris network. The US Senate passed House Joint Resolution 30 (H.J. Res 30), the Congressional Review Act (CRA) Resolution to overturn the U.S. Department of Labor’s (DOL) final rule on “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights.” The resolution now goes to President Biden’s desk where he is expected to veto it.

February 13, 2023

SECURE Act 2.0: What Does this New Law Mean For You?

By Tim Kingsbury, CERTIFIED FINANCIAL PLANNER™

Intended to persuade more Americans to begin saving for retirement, the Securing a Strong Retirement Act, otherwise known as SECURE Act 2.0, was passed into law as part of the omnibus spending package signed by President Biden on December 23rd of 2022.¹ This bipartisan legislation will change hundreds of rules related to 401(k), 403(b), traditional and Roth IRAs and other types of retirement accounts.

Veris is B Corp Certified and proud to be part of this community.

December 16, 2022

Why Veris is a B Corp

By Nicole Davis, Partner and Senior Advisor

Veris Wealth Partners is a Certified B Corporation because we believe in the power of business as a force for good. We are proud of our B Corp status and the growth we have seen within this movement continues to inspire us. When our firm first earned certification in 2011, there were only 400 B Corps in the world. As of today, there are over 8000 companies representing over 150 industries in the global community of Certified B Corps.¹

November 22, 2022

Veris Celebrates 15 Years of Impact in our 2022 Impact Report

In this season of thanks, we are grateful to be celebrating our firm’s 15th Anniversary with the release of our 2022 Impact Report.

In this year’s Impact Report, we illustrate the positive social and environmental progress we have helped create, thanks to our wonderful clients, team, investment managers and industry partners.

Download Report

November 21, 2022

Veris Condemns Violence Against the LGBTQ Community

“Places that are supposed to be safe spaces of acceptance and celebration should never be turned into places of terror and violence. Yet it happens far too often. We must drive out the inequities that contribute to violence against LGBTQI+ people. We cannot and must not tolerate hate.”
– President Biden’s Statement on the Shooting in Colorado Springs ¹

November 18, 2022

Sheryl Kucer Named COO of Veris Wealth Partners

We are thrilled to welcome Sheryl Kucer to Veris as our new Chief Operating Officer.

Sheryl brings to the role over 15 years of operational and human capital experience and her deep commitment to the Veris values of social justice, racial and gender equity and environmental sustainability.