Lisa Shidler is a reporter for RIABiz.com and RBN Energy, LLC. Her articles cover a wide range of topics, including the financial industry, retirement planning, and energy markets. With a focus on providing in-depth analysis and breaking news, Lisa's reporting offers valuable insights for professionals and individuals alike.
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Lisa Shidler's coverage primarily focuses on the finance industry, with a particular emphasis on wealth management, retirement planning, and Registered Investment Advisors (RIAs). Her articles often include expert commentary and private sector announcements.
Given her focus on expert commentary and private sector announcements within the finance industry, she may be receptive to pitches from professionals in the wealth management or financial advisory space who can offer unique insights into trends, challenges, and innovations within these fields.
In addition to this, experts with knowledge of software & SaaS solutions tailored for the finance industry could also find success in pitching ideas related to technology advancements that are impacting sales & marketing or human resources & employment within financial institutions.
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By: Lisa Shidler
Some insurers saw a spike in 2022 claims, although experience varied and impact was mitigated by shared risk.
By: Lisa Shidler
Near to break even, Apex will sacrifice some revenue to compete and 'stand out,' but sweep accounts will remain cash cows.
By: Lisa Shidler
The largest Cerulli study sub-group, 39% of individuals, want 'large national' brands -- even with RIAs set to gain four percentage points of market share on wirehouses by 2027
By: Lisa Shidler
The Charles Schwab Corp. results boomed and shares spiked as legacy TD Ameritrade branch brokers deliver on driving brokerage assets into fee-based Schwab RIA products; net new assets supassed $100 billion
By: Lisa Shidler
The Big Three, with $30 trillion of AUA, are cross-selling like crazy and have figured out a call center business model that the mass affluent finds appealing.
By: Lisa Shidler
The intermittent nature of renewable energy is a well-documented thorn in the side of efforts to decarbonize the power grid, especially with more wind and solar generation coming online every year. But while those sources of clean energy are not available all the time, it's also true that they can sometimes produce more power than transmission lines or a power grid can handle during other periods, leading to curtailments. An increasingly important tool that can lessen the impact of both problems is power storage. In today's RBN blog, we'll address the limitations of today's storage options and look at how long-duration energy storage (LDES) could play a critical role in the years ahead.
By: Lisa Shidler
The cases raises questions about the perils of how RIAs deal with sexually charged allegations in the financial services workplace.
By: Lisa Shidler
Big recordkeepers greenlit Wall Street asset manager's novel 'Paychecks' product, with BlackRock expressing ambitions to also expand the product to non-retirement accounts
By: Lisa Shidler
The 14-year head of Schwab RIA custody kept both CEO Walter Bettinger and heads of 15,000 RIAs happy in an incredible juggling act of corporate and entrepreneurial goals
By: Lisa Shidler
Slogging through 1,000's leads is one way to 'crack the code,' says an analyst, but closing a lead requires painstaking follow up.
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