Lisa Shidler

Granville

Contributing Reporter at RIABiz

Lisa is a writer at https://t.co/qx6TCtnM9v, writes and edits and creates content for other publications and runs the bookish podcast Everyone Loved It But Me

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Articles

Dig a Little Deeper - Haynesville Presents Opportunities, Challenges for Gas Producers

3 weeks ago | rbnenergy.com | Lisa Shidler

The boundaries of what we typically think of as the Haynesville Shale in Northeast Texas and Northwest Louisiana are expanding. E&Ps are increasingly moving out from the core producing acreage and exploring new frontiers, including the far western part of the dry-gas shale play. Wrangling gas from this prospect is challenging, with deeper, high-pressure reservoirs, temperatures up to 450°F and wells drilled to extreme depths of up to 19,000 feet.
We Should Be Friends - Tech Giants' Big-Money Plans for Data Centers Hinge on Gas-Fired Power

1 month ago | rbnenergy.com | Lisa Shidler

Growing power demand for data centers has been one of the biggest stories in energy markets over the past year, with natural gas-fired power plants emerging as the primary choice for developers seeking to provide the 24/7 power these massive, energy-intensive sites require. That has led many energy firms to unveil plans to sell power directly to data centers but many tech giants have also announced their own deals.
Hightower's 'one-plus-one-equals-five,' off-script, catch-up purchase of $250 billion AUM RIA will sponge up referrals and help centralize investing for 642 advisors | RIABiz

Oct 24, 2024 | riabiz.com | Lisa Shidler

The new CEO will need to somehow weave together the debris of the first roll-up run and the new one to the satisfaction of RIAs and the hundreds of people already inside the HighTower umbrella
Envestnet's five-year legal slugfest with fintech over alleged 'Trojan Horse' theft of killer app cleared for trial, likely a speedbump, not a wrench, for Bain acquisition or Yodlee sale | RIABiz

Oct 23, 2024 | riabiz.com | Lisa Shidler

Envestnet's five-year legal slugfest with fintech over alleged 'Trojan Horse' theft of killer app cleared for trial, likely a speedbump, not a wrench, for Bain acquisition or Yodlee sale Judge Jennifer L.
Betterment gives clients one-month notice to get out of crypto portfolios, citing 'hassle' and excessive fees -- and offering third-party ETFs as substitute | RIABiz

Oct 17, 2024 | riabiz.com | Lisa Shidler

Betterment gives clients one-month notice to get out of crypto portfolios, citing 'hassle' and excessive fees -- and offering third-party ETFs as substitute The New York robo's 2022 move into crypto was ill-timed. First, the digital asset market crashed, then SEC approval of crypto ETFs pushed direct holdings toward obsolescence Betterment CEO Sarah Levy is making another practical, if painful, decision. Brooke Southall and Keith Girard contributed to the editing of this article.
Rick Wurster walks Wall Street analysts through three-part 'custody-fee' RIA plan with one surprise -- a play on 'RIA value chain,' likely a TAMP, one analyst says | RIABiz

Oct 15, 2024 | riabiz.com | Lisa Shidler

Rick Wurster walks Wall Street analysts through three-part 'custody-fee' RIA plan with one surprise -- a play on 'RIA value chain,' likely a TAMP, one analyst says Schwab's CEO-in-waiting seemed to postpone an explicit custody fee indefinitely, citing abject RIA push-back Rick Wurster: These are all areas that we are exploring as it relates to a custody fee. Brooke Southall and Keith Girard contributed to the editing of this article.
Shirl Penney won J.P. Morgan and BlackRock backing the same day Hurricane Helene brought down his house and lifted his faith in friends, family and coworkers | RIABiz

Oct 9, 2024 | riabiz.com | Lisa Shidler

Shirl Penney won J.P. Morgan and BlackRock backing the same day Hurricane Helene brought down his house and lifted his faith in friends, family and coworkers The Dynasty Financial Partners CEO has evacuated from incoming Hurricane Milton but laments blows his staff and neighbors absorbed from Helene -- and fears the worst may yet come Shirl Penney [quotes MLK]: 'Darkness cannot drive out darkness, only light can do that.' Brooke Southall and Keith Girard contributed to the editing of this...
Rick Wurster's CEO tenure begins with a big RIA question: will he honor Bernie's 'pledge' to keep custody free, or will he create a new, possibly better, pricing paradigm? | RIABiz

Oct 8, 2024 | riabiz.com | Lisa Shidler

Rick Wurster's CEO tenure begins with a big RIA question: will he honor Bernie's 'pledge' to keep custody free, or will he create a new, possibly better, pricing paradigm? RIAs have had a limited back-channel to the c-suite since Bernie Clark's departure, and Wurster remains an unknown to the industry. Rick Wurster will soon be the decider as well as the strategist at Schwab. Brooke Southall and Keith Girard contributed to the editing of this article.
Walter Bettinger joins Charles Schwab Corp. mass executive exodus, leaving a very complex CEO puzzle to solve for his young, ex-McKinsey successor

Oct 3, 2024 | riabiz.com | Lisa Shidler

Walt Bettinger discloses expiration of unknown 'pact' to explain to Schwab investors why Bernie Clark, Peter Crawford and Joe Martinetto all chose to exit at once The 'sort of informal' deal was struck in 2019, but never revealed to shareholders during the merger transition, until the departures were announced -- in one press release -- this month.
Pontera password-sharing business model is a bridge too far for Fidelity; it bans the practice for its 401(k) plans in blow to the fintech's future

Sep 24, 2024 | riabiz.com | Lisa Shidler

The $4.5-trillion recordkeeper cites data security as the immediate concern but it also cites a clash between unauthorized, unidentified third-party advisors executing trades -- without plan sponsor oversightAuthor Lisa Shidler September 24, 2024 at 2:15 AMLisa Shidler has been a journalist for more than 20 years. She has reported on the financial services industry for the past 17 years and has written for RIABiz since 2010.

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Lisa Shidler @lisshidler

27 Apr 25

Brand New episode on the Bookish podcast. @Everyoneloveditbutme If you look book chat, check it out: https://t.co/YBpR4KR3Ng

Lisa Shidler @lisshidler

5 Apr 25

Brand New episode on the bookish podcast - The Frozen River. It's based on Midwife Martha Ballard but the author turned Martha very much into a woman who seems more like she's from present day rather than the 1700s. Check out this episode! https://t.co/WDFdPxYdZZ

Lisa Shidler @lisshidler

1 Mar 25

Brand New Episode on the bookish podcast this week - where I discuss Ina Garten's new memoir. This one had enjoyable moments, but also a lot of somewhat dull-real-estate discussion. Check out the brand new episode and let me know what you think. https://t.co/ajzyD11eCu

Lisa Shidler

Articles

Dig a Little Deeper - Haynesville Presents Opportunities, Challenges for Gas Producers

We Should Be Friends - Tech Giants' Big-Money Plans for Data Centers Hinge on Gas-Fired Power

Hightower's 'one-plus-one-equals-five,' off-script, catch-up purchase of $250 billion AUM RIA will sponge up referrals and help centralize investing for 642 advisors | RIABiz

Envestnet's five-year legal slugfest with fintech over alleged 'Trojan Horse' theft of killer app cleared for trial, likely a speedbump, not a wrench, for Bain acquisition or Yodlee sale | RIABiz

Betterment gives clients one-month notice to get out of crypto portfolios, citing 'hassle' and excessive fees -- and offering third-party ETFs as substitute | RIABiz

Rick Wurster walks Wall Street analysts through three-part 'custody-fee' RIA plan with one surprise -- a play on 'RIA value chain,' likely a TAMP, one analyst says | RIABiz

Shirl Penney won J.P. Morgan and BlackRock backing the same day Hurricane Helene brought down his house and lifted his faith in friends, family and coworkers | RIABiz

Rick Wurster's CEO tenure begins with a big RIA question: will he honor Bernie's 'pledge' to keep custody free, or will he create a new, possibly better, pricing paradigm? | RIABiz

Walter Bettinger joins Charles Schwab Corp. mass executive exodus, leaving a very complex CEO puzzle to solve for his young, ex-McKinsey successor

Pontera password-sharing business model is a bridge too far for Fidelity; it bans the practice for its 401(k) plans in blow to the fintech's future

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