Results for "liz skinner"

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Advisory firms make their mark by running strong businesses

November 24, 2018

InvestmentNews recognized 11 financial advice firms with Best Practices Awards on Nov. 13 at a ceremony in Boston. These firms rank among the top quartile of 385 independent advisory firms that participated in the 2018 InvestmentNews Pricing...

Have a plan to encourage diversity at your firm

November 24, 2018

It will be up to advisory firms and professional organizations to do something about the perspectives missing from the financial advice industry, that diverse advisers could bring to clients. Doing so would begin to generate significant gains...

10 companies paying negative overall tax rates

November 9, 2018

The U.S. corporate tax rate in recent years has been 35%, and in 2017, members of the S&P 100 index of large U.S. companies paid an overall tax rate of about 39%. But some companies in the index actually had a negative overall tax rate last...

7 best adviser-sold college savings plans ranked by Morningstar

November 5, 2018

These 529 plans were awarded the best rankings out of the universe of adviser-sold college savings plans, according to Morningstar Inc. Five of these received a bronze and two received a silver rating.

6 new IRS tax limits for retirement plans in 2019

November 2, 2018

The Internal Revenue Service recently released some of its annual cost-of-living adjustments that will affect the 2019 tax year, such as contribution limits to qualified retirement plans. The following are some of the important changes (or non-changes)...

9 college savings plans downgraded by Morningstar

October 30, 2018

These 529 college-savings plans were just downgraded by Morningstar in its annual rankings. Plans are ranked – Gold, Silver, Bronze, Neutral, Negative – based on many features, including fees, investment options, performance, management...

Demand for ESG investing is knocking at your door ... or should be

October 29, 2018

Financial advisers don't need to worry about defining socially responsible investing as much as they need to focus on making sure they can describe the concept overall, help clients with investment choices, and why clients might be interested,...

Why diversity and inclusion efforts are a firm's best investment

October 27, 2018

Having worked with various financial firms in different capacities throughout my career, I've come to recognize two absolute truths about diversity. First, appreciation for the different experiences, perspectives and values that stem from diverse...

The advisers behind the big hybrid robos

October 2, 2018

Not all advisers of digital-advice platforms are young and inexperienced. Special projects editor Liz Skinner and technology reporter Ryan Neal go behind the scenes to learn more and share their findings with traditional advisers.

Adviser's cultural understanding behind four decades of client care

October 1, 2018

When Maria Elena Lagomasino was 11 years old, she and her family fled the communist regime in Cuba to come to Westford, Conn. It was 1960. She made friends quickly in school and found everyone welcoming, however, it was challenging for her family...

Making diversity intentional is first step to boosting inclusion

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...

Financial education to stoke wealth creation for diverse groups

September 18, 2018

Growing up in Washington, D.C., Keith Beverly felt he was given opportunities that others weren't. He was recruited by the Maret School, a prestigious private school, and attended on a needs-based scholarship. His single mother worked two jobs...

9 best - new - financial adviser jokes

September 17, 2018

Click through for the best new financial adviser jokes. Here are InvestmentNews' original 10 best financial adviser jokes.

Advisers drawing in clients with charitable approach

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...

9 signs it's time to fire your client

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...

10 least valuable college majors

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...

10 most valuable college majors

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...

What it took to win an Excellence in Diversity & Inclusion Award

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.

How men and women think differently about philanthropy

July 20, 2018

Women are more emotionally connected to their gifts, and want to donate time as well, says special projects editor Liz Skinner.

Best money advice from financially successful women

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.

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