Results for "Liz Skinner"

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Behind the scenes of InvestmentNews' Women to Watch

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)

Firms explore ways to bolster the number of female financial advisers

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...

6 nasty tax scams to avoid

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...

Most popular adviser software by category

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.

InvestmentNews honors firm best practices

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...

Slowing revenue growth in advice business will impact career development

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...

6 biggest sources of AUM growth at advisory firms

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...

Highest paying jobs at advisory firms

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...

Advisers discover what investing innovations are coming their way

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...

InvestmentNews is looking for the 'Best Places to Work' for financial advisers

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...

Trump's tax reform plan: What advisers need to know

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

Tips for helping special needs families

September 16, 2017

All financial advisers can help put families who have special needs concerns on the right course to planning a lifetime of care. These are the basics.

Special needs planning experts crave help from generalist peers

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...

A special need for financial advice

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...

Help special needs families get started on a lifetime of planning

September 15, 2017

Managing editor Christina Nelson talks with special projects editor Liz Skinner about specialists who say any adviser can and should get the financial ball rolling for people in this community.

Why clients might benefit by sending their children overseas for college

September 9, 2017

After creating a spreadsheet to compare how much it would cost to send their oldest child to college at each of the five schools she was considering, Kim and Chris Andersen were shocked to find that the school 3,600 miles away was the cheapest....

10 popular foreign universities for U.S. students

September 8, 2017

These are among the most popular international schools for American students. The prices reflect how much U.S. residents could expect to pay in annual tuition for most undergraduate degree programs, according to each school’s estimate published...

Why clients should consider sending their children abroad for college

September 8, 2017

Managing editor Christina Nelson and special projects editor Liz Skinner discuss the pros and cons of sending a child overseas to attend college.

Industry veterans form tech integrator for advisers

September 6, 2017

Financial advice industry veterans from Pershing and eMoney Advisor have joined forces to build a new firm aimed at providing the financial planning industry with the fintech integration solution it's been seeking. A.I. Labs, which stands for...

State-registered advisers face fee model inconsistencies

August 30, 2017

New financial advisers are finding strange discrepancies between states in terms of the way regulators are allowing them to charge their clients fees for services. They have found that some states will not allow them to charge a client both...

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