Results for "Liz Skinner"
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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...
September 17, 2018
Click through for the best new financial adviser jokes. Here are InvestmentNews' original 10 best financial adviser jokes.
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...
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...
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...
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...
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.
July 20, 2018
Women are more emotionally connected to their gifts, and want to donate time as well, says special projects editor Liz Skinner.
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.
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...
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...
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...
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...
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...
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.
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...
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....
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...
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...
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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