Liz Skinner
InvestmentNews
Washington, DC, United States
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Past articles by Liz:
ESG investing will be even harder to ignore in 2021
Money managers and institutional investors increasingly consider ESG investing to help identify responsible, well-managed companies. → Read More
Think digital: Upgrading the client experience in 2021
The advice industry needs to catch up to Amazon in terms of client experience in 2021, says Pershing's Christina Townsend. → Read More
Women have a crucial role to play in boosting the diversity of advice
InvestmentNews' 2019 Women to Watch are honored for their successes and support of other women in the financial advice industry. → Read More
Merrill Lynch releases adviser diversity data
Andy Sieg reports thundering herd's adviser pool includes 21% women and 23% ethnically diverse professionals → Read More
Virus spurs retirement resets, but what about Social Security?
The coronavirus pandemic complicates Social Security claiming strategies in 2020, says Social Security expert Mary Beth Franklin. → Read More
Here's how financial advisers can help Americans impacted by COVID-19
The Foundation for Financial Planning is pairing planners with Americans suffering from the financial fallout. → Read More
Are China trade tensions a concern among your clients?
The situation goes beyond tariff increases, so be ready to explain why China matters to the U.S. economy and investors. → Read More
Creativity matters when planning for lone retirees
Clients who have great wealth but no friends or family require extraordinary steps, special sensitivity. → Read More
10 companies paying negative overall tax rates
These companies paid an overall negative tax rate last year, according to Wallet Hub. → Read More
6 new IRS tax limits for retirement plans in 2019
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) to keep in mind. → Read More
Demand for ESG investing is knocking at your door ... or should be
Panelists at the InvestmentNews Women Adviser Summit discuss the opportunity of engaging clients and prospects on environmental, social and governance issues. → Read More
Advisers drawing in clients with charitable approach
Marketing that incorporates philanthropy can help advisers meet new prospects. → Read More
9 signs it's time to fire your client
Here are 9 signals that a client should be asked to leave, according to experienced financial advisers. → Read More
10 least valuable college majors
These are the 10 least lucrative majors for students to earn a degree in, according to Bankrate.com. → Read More
10 most valuable college majors
These college majors offer the most lucrative degrees, according to Bankrate.com. → Read More
Best money advice from financially successful women
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. → Read More
Agree to disagree: Top financial issues couples fight over
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 the retirement and financial expectations of 1,662 couples who are in long-term relationships and have a minimum household income of $75,000 or at… → Read More
10 tips for better tech
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 challenge and other issues debated by advisers, broker-dealers, custodians and tech firms, at the annual InvestmentNews Fintech Think Tank in New… → Read More
Top 10 IBDs ranked by revenue
Here are the top 10 independent broker-dealers 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 visit here to see the complete Broker-Dealer Data Center. → Read More
Best Places to Work for Financial Advisers
InvestmentNews presents the 50 Best Places to Work for Financial Advisers in 2018. Check back May 21 for the numerical rankings → Read More