Results for "Liz Skinner"
Displaying 1,721 results
February 6, 2018
Money managers and financial advisers are sounding off on Monday's 1,175-point drop of the Dow Jones Industrial Average. Most are urging investors to take a long-term view, many mention that such a move was "overdue" and none are expressing...
January 24, 2018
These 10 InvestmentNews videos attracted thousands — in some cases tens of thousands — of viewers since they were posted on the InvestmentNews website. They include rants about the Department of Labor's retirement rule, a "practice makeover,"...
January 8, 2018
The Financial Industry Regulatory Authority released its priorities for 2018, spelling out its top exam and regulatory efforts for this year. At least one is appearing for the first time on this annual list of priorities.
January 4, 2018
InvestmentNews' special projects editor Liz Skinner talks to senior columnist John Waggoner about the prognosis for stocks and bonds in the year ahead.
December 15, 2017
Editor Fred Gabriel and special projects editor Liz Skinner discuss how the editorial team selected the final lineup of honorees.
December 8, 2017
In some states, being wealthy hurts more than in others. Moneyrates.com looked into wealth around the United States and found these 10 states are the worst to live in if you are rich. The analysis considered state income taxes, property crime...
December 6, 2017
An examination of the wealth around the United States shows it’s better to be rich in certain states like Pennsylvania, than to be wealthy in others, such as Arkansas. Moneyrates.com considered state income taxes, property crime rates and...
November 16, 2017
Editor Fred Gabriel and special projects editor Liz Skinner discuss InvestmentNews' third annual project featuring the women to watch in the financial advice business. (More: Click here to visit the full Women to Watch site)
November 14, 2017
Boosting the number of women in the financial advice business to a level that more equally represents the population may require firms make changes related to hiring, compensation, training and other areas. It also will require getting more...
November 6, 2017
Keep clients on their toes about these scams identified by the Internal Revenue Service as the top schemes aimed at defrauding taxpayers of their cash. Advisers should warn clients about the following pitfalls drawn from the IRS’ annual “Dirty...
October 27, 2017
Here are the top software choices that advisory firms are buying when it comes to account aggregation, compliance, CRMs, financial planning, portfolio management, rebalancing and risk management. Source: InvestmentNews 2017 Adviser Technology Study.
October 25, 2017
InvestmentNews recognized 21 financial advice firms with Best Practices awards on Oct. 17, at a ceremony held in Boston. These firms rank among the top quartile of more than 700 independent advisory firms that participated in the 2017 Adviser...
October 17, 2017
Advisory firm growth has been in decline for three years and the dangers of that extend beyond smaller budgets and lower business valuations. Slower growth threatens the advisers' personal development, according to one industry expert. The rate...
October 13, 2017
Financial advisory firms on average increased their assets under management a total of 16% last year, according to the 2017 InvestmentNews Adviser Compensation and Staffing Study. That total accounts for 6.2% of AUM advisers lost on average...
October 3, 2017
Independent advice firms have been a great place to work the last two years. Salaries at these businesses increased across the board, and all but one professional position saw double-digit percent increases in 2017 compared to 2015, when InvestmentNews...
September 30, 2017
Creative innovations coming out of the investment world will provide financial advisers with outstanding new tools to use with clients in coming years, such as portfolios that mimic a client's personal index. Advisers attending the premiere...
September 27, 2017
President Donald J. Trump outlined his administration’s plan to change the personal and business tax code. Here are some top areas that may apply to your clients or your own company. Source: U.S. Treasury Department
September 27, 2017
InvestmentNews is looking for the "Best Places to Work" for financial advisers — a guide to help distinguish which firms around the nation are providing the culture and compensation that talented employees are seeking. The guide will be published...
September 16, 2017
Ellen Rice's father died suddenly this year, and she was surprised to discover he'd left her $1.6 million in property and investments. He had envisioned the inheritance would be a great blessing for a daughter who has struggled financially to...
September 16, 2017
"I have the best job in the world," says Scott Adams, a financial adviser and founder of the Special Needs Planning Center. If Mr. Adams gets such satisfaction helping special needs families plan for their financial futures, why aren't more...
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Independent Broker-dealers