Results for "Liz+Skinner"

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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....

10 best cities to buy rental properties

March 6, 2018

Clients considering investing in a second home to gather family for vacations or enjoy rental income should heed this list, which calculates the return on investment of rental properties in cities around the U.S. The list compares...

Top 10 worst cities to buy rental properties

March 6, 2018

Clients have many factors to consider before buying a rental property, and the expected return on investment is probably an important one for most. This list calculates the return on investment on rental properties in cities around the U.S....

Diversity & Inclusion Awards: 2018 nominations are open

February 23, 2018

Editor Fred Gabriel and special projects editor Liz Skinner discuss the nomination process for InvestmentNews' inaugural Diversity & Inclusion awards.

Stock market reaction: Investment managers interpret Dow plunge

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...

10 most popular videos from InvestmentNews

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,"...

Finra 2018 regulatory and exam priorities

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.

2018 Investment Outlook: What's to come

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.

Behind the scenes of InvestmentNews' Icons & Innovators

December 15, 2017

Editor Fred Gabriel and special projects editor Liz Skinner discuss how the editorial team selected the final lineup of honorees.

10 worst states to live if you're rich

December 8, 2017

In some states, being wealthy hurts more than in others. 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...

10 best states to live if you're rich

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. considered state income taxes, property crime rates and...

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)

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