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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=20170325113936

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


Plan sponsors want help with DOL fiduciary duties

Mar 19, 2017

Firms look to retirement advisers to be experts on the law, and even sometimes on their investments

Avoiding deadbeat kids-main

Help wealthy clients to avoid deadbeat kids

Mar 17, 2017

Show clients how to imbue children with hard-work and accountability qualities


RIAs take a soft approach to cross-selling

Mar 10, 2017

Planners use multiple means to show clients they have more to offer than the basics


InvestmentNews recognizes Deena Katz's contribution to college planning programs

Mar 8, 2017

Ms. Katz was given the lifetime achievement award Wednesday, while 20 other female financial advisers and leaders of the industry were celebrated as Women to Watch


Impact investing portfolios that come with a performance guarantee

Mar 7, 2017

Three new portfolios from Motif Investing promise to refund a monthly subscription fee for underperformance


Why advisers should update at least one tech system every year

Mar 2, 2017

Delaying a capital investment could make it more expensive to catch up in the future


Digital marketing strategies take years to perfect, but can yield prospects galore

Feb 28, 2017

Inbound marketing involves creating an impactful website, attracting interest to that site and building enough trust with visitors to inspire them to become clients


College planning programs in need of financial aid

Feb 26, 2017

Schools say they need more support from the industry if they're going to provide the next generation of advisers


SEC provides robo-adviser guidance

Feb 23, 2017

Regulator warns automated platforms to be transparent on algorithms and consumers to ask a lot of questions before choosing one, but stops short of issuing new rules

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