Results for "Liz Skinner"

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Making diversity intentional is first step to boosting inclusion

September 22, 2018

Rapid growth within the fintech ecosystem has pushed firms to find new ways to remain competitive — particularly companies in Silicon Valley, where competition with tech giants like Google and Apple make it increasingly challenging to lure...

9 best - new - financial adviser jokes

September 17, 2018

Click through for the best new financial adviser jokes. Here are InvestmentNews' original 10 best financial adviser jokes.

Advisers drawing in clients with charitable approach

September 17, 2018

Financial advisers need to broaden their approach to marketing and embrace new business development ideas if they want to grow, and incorporating philanthropy is one tactic that many advisers are finding success with, according to a practice...

9 signs it's time to fire your client

September 14, 2018

Some client behaviors foretell that a relationship is not going well. Even though it’s not easy to fire a client (and let go of that revenue), if a client is doing one of these nine things, the adviser should seriously consider showing them...

10 least valuable college majors

September 11, 2018

Advisers can play a crucial role in helping clients evaluate how much is too much to pay for college. Examining the earning potential of the degree holder after graduation is a great place to start. These are the 10 “least valuable” college...

10 most valuable college majors

September 10, 2018

When contemplating the cost of college, advisers can help clients evaluate the earning potential of the degree holder on the other side of graduation. These are the 10 “most valuable” college majors based on the income, employment levels...

What it took to win an Excellence in Diversity & Inclusion Award

July 26, 2018

Editor Fred Gabriel and special projects editor Liz Skinner explain how InvestmentNews chose the winners of our inaugural Excellence in Diversity & Inclusion Awards.

How men and women think differently about philanthropy

July 20, 2018

Women are more emotionally connected to their gifts, and want to donate time as well, says special projects editor Liz Skinner.

Best money advice from financially successful women

July 20, 2018

These financially savvy women offer their top takeaways to help people live fiscally healthy lives. They shared their financial recommendations while attending the InvestmentNews Women Adviser Summit in Boston on July 10.

Adviser serves Hispanic clientèle in Puerto Rico and the mainland

July 7, 2018

The day after Hurricane Maria hit Puerto Rico, Eduardo J. Ramos returned to business as usual at Freedom Advisory, the registered investment advisory firm he started 10 years ago in San Juan. The firm is one of just a handful of independent...

Agree to disagree: Top financial issues couples fight over

June 29, 2018

When couples don't agree about finances it can make retirement planning nearly impossible. Here are all the different ways couples typically disagree about money, according to the 2018 Fidelity Investments Couples & Money Study. The study examined...

How technology is reshaping the advice business

June 23, 2018

Two days of​ high-level talks with fintech experts, advisers, broker-dealers and custodians answered an important question for anyone looking for the perfect technology stack. It isn't out there. Perhaps most important is for firms to create...

10 tips for better tech

June 22, 2018

The wealth management industry knows one of its greatest tech challenges is not finding or buying financial technology tools, but getting advisers to use fintech to its fullest potential. These suggestions came out of discussions about the adoption...

Enough talking about diversity and inclusion — it's time for action

June 16, 2018

Many companies today are talking about the value of a diverse workforce. After 30 years in human resources at a range of leading companies, I am heartened by the evolution and increased focus on diversity and inclusion. But it's time to move...

How did we pick this year's 40 under 40 winners?

June 13, 2018

Special projects editor Liz Skinner and editor Fred Gabriel say efforts to improve the financial advice industry and the promise of future success factored heavily in candidate selection.

From collecting autographs to advising LGBTs ​

June 5, 2018

David Rae developed a keen awareness of money when his father, NFL backup quarterback Mike Rae, retired from football. Growing up, the younger Mr. Rae, now 39 and founder and president of DRM Wealth Management, knew his family was always navigating...

Why we must create a more diverse and sustainable financial planning profession

May 19, 2018

According to the Bureau of Labor Statistics, employment of personal financial advisers is projected to grow 15% from 2016 to 2026. As the population ages and life expectancy increases, the demand for financial planning advice should continue....

Her road to financial advice was paved by her Vietnamese parents

May 5, 2018

Financial education and economic justice are at the core of Just Wealth, a financial planning firm founded last year by first-generation American and former teacher Phuong Luong (pronounced Fong Long), whose parents immigrated to the U.S. from...

Top 10 IBDs ranked by revenue

April 24, 2018

Here are the top 10 independent broker-dealers ranked by revenue. This data was collected from firms that participated in InvestmentNews' independent broker-dealer surveys. Click through to find out which firms grew revenues from last year and...

Best Places to Work for Financial Advisers

March 24, 2018

These firms go beyond offering financial advisers attractive benefits and perks: they create workplaces that empower employees, giving them the skills and confidence needed to provide clients with the best possible financial planning advice....

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