Jhoanna Hines

InvestmentNews

Jhoanna Hines

lead cover writer

5 years experience

Jhoanna's specialty topics

RIA practice management

Jhoanna is a lead cover writer at Key Media specializing in B2B editorial across North American, Australian, and Asian markets. Her writing spans HR, wealth management, mortgage, and insurance, with bylines in Human Resources Director, Wealth Professional Canada, Mortgage Professional, Insurance Business, and more.

She earned a certificate in freelance journalism from the British College of Journalism and also holds a Bachelor's degree in English. Jhoanna brings that editorial foundation to writing for the web, helping Key Media's articles reach the right professional audiences online.

How I think about writing for this industry…

“The fiduciary standard is what sets this space apart. RIAs are accountable to their clients in a way that not every financial professional is, and I take that seriously when I write. My goal is to give them information that they can use to help their clients”

Also published by

Human Resources Director · Mortgage Professional · Insurance Business

Featured content from Jhoanna

Glossary entry: index fund Top portfolio allocation software choices for RIAs

Previous experience

  • Key Media — SEO editor and content writer
  • Key Media — Jr. SEO editor

Education

  • Bachelor of Arts in English, University of the Philippines
  • Certificate in Freelance Journalism, British College of Journalism
  • Subediting Masterclass, National Council for the Training of Journalists

Read the latest stories by Jhoanna

Jhoanna Hines
Displaying 4 results
Top portfolio allocation software choices for RIAs
TECHNOLOGY NOV 25, 2025
Top portfolio allocation software choices for RIAs

Discover the top portfolio allocation software for RIAs and advisors in the US

A guide to outsourced CIO services providers for RIAs and financial advisors
PRACTICE MANAGEMENT (GORIA) NOV 19, 2025
A guide to outsourced CIO services providers for RIAs and financial advisors

Explore our list of firms that offer outsourced CIO services for a variety of clients, including RIAs

How to do well in the Series 63 exam
PRACTICE MANAGEMENT (GORIA) NOV 18, 2025
How to do well in the Series 63 exam

If you’re thinking of branching out into selling securities under a broker-dealer, you must take the Series 63 exam. Find out more, and get some tips and tricks, in this article

How to make an RIA compliance checklist work for you
PRACTICE MANAGEMENT (GORIA) OCT 28, 2025
How to make an RIA compliance checklist work for you

Having an RIA compliance checklist isn’t just about completing audit requirements; it’s about meeting your fiduciary duty. Find out more in this article, which includes a free checklist every RIA should have