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Liz Skinner

Reporter: Estate Planning / 529 Plans / Philanthropy

Liz Skinnerhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=LSKINNER&maxw=220&cci_ts=20170723145803

With a focus on practice management, Liz Skinner writes about what makes some advisory firms successful and others fail to thrive. When she isn't offering advisers tips on running a profitable business, you'll find her in Kensington, Md., probably losing a tennis match to her teenage daughters or enjoying a run through Rock Creek Park.

Recent Articles


Tech companies deploy behavioral finance tools for advisers

Jul 21, 2017

They seek to turn knowing more about clients into growing more revenue

Environment money-Main

Robos are offering SRI, so shouldn't live advisers?

Jul 19, 2017

Two more digital advice platforms will provide sustainable investment options to clients


Rehabilitating a besmirched reputation online can cost time and money

Jul 17, 2017

Negative links can cause prospects to disappear and clients to ask questions


In states slow to recover economically, advisers sometimes have to be the bearers of bad news

Jul 13, 2017

Recommendations include staying in jobs longer, moving to less expensive houses and even relocating out of state

time-management -- MAIN

Adviser's Consultant: Better time management can require financial outlay

Jul 7, 2017

Implement technologies that give you back time to spend with clients


Advisers envision a disrupted advice industry if Amazon shows up

Jul 6, 2017

Amazon serves up great prices at an amazing speed. Could it make financial advice easy, too?

Robo head

Are regulators equipped to monitor robo-advisers as fiduciaries?

Jun 30, 2017

Academics encourage agencies to boost their digital exam tools now, before automated platforms get even bigger


Fintech sales take off after DOL fiduciary rule's partial implementation

Jun 29, 2017

Interest in fiduciary-related fintech previously cooled following the election of President Donald J. Trump


TD Ameritrade adds video performance reports for robo-advice clients

Jun 28, 2017

Custodian ramping up its digital-platform offerings in race to accumulate assets


Adviser's Consultant: Hammering out succession plans that work for everyone

Jun 26, 2017

Successors require patience, and founders need to recognize that adviser retention may necessitate sharing ownership

View all stories by Liz »