Lisa has been a reporter for 14 years and has been covering the financial services industry for five years -- she also comes from the world of InvestmentNews. She's been with RIABiz since November 2010.
Lisa is based in the middle of the country on the northwest corner of Indiana, about an hour from Chicago. She's married with two young children – Liz, 7, and Chance, a toddler.
Amid hail of DOL questions, Walt Bettinger calls RIAs' draining OneSource 'identified' risk, and explains away LPL/ RBC/BBVA picks of BlackRock FutureAdvisor over Schwab robo
Why luring 401(k) assets to IRA rollovers in a post-DOL-rule world remains child's play, which keeps $7.6 trillion in the IRA game and growing
How Wall Street emasculated the DOL rule with an old-fashioned end game: 'Somebody made a deal' -- and why tort lawyers are licking their chops
Why Schwab execs are 'proud' of holding at $1-trillion custody mark first achieved in 2013 -- and what makes them pleased with its existing 25% RIA custody market share