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Liz Skinner

Special Projects Editor

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Liz Skinnerhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=LSKINNER&maxw=220&cci_ts=20170922130845

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

A special need for financial advice

A special need for financial advice

Sep 16, 2017

Advisers don't have to be experts to help special needs families get a jump on lifelong planning

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Why clients might benefit by sending their children overseas for college

Sep 9, 2017

As U.S. tuition rates continue to soar, more American parents are sending their children abroad in pursuit of cheaper education.

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Industry veterans form tech integrator for advisers

Sep 6, 2017

Lori Hardwick and Michael Zebrowski introduce venture to improve advisers' fintech experience

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State-registered advisers face fee model inconsistencies

Aug 30, 2017

Methods for charging client fees OK in some states, not others

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XY Planning Network launches TAMP for young investors

Aug 29, 2017

Platform designed to serve its members' next-generation clients will incorporate robo-advice and socially responsible investing options

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Harvey tests whether advisers need more emergency planning

Aug 28, 2017

SEC suggests a final decision on its proposed continuity rule with heightened requirements will come in April

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Investment managers have found a new way to give back

Aug 22, 2017

Firms pledge more charitable support as assets increase in their ETFs

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Advisers turning to text messages to communicate with clients

Aug 16, 2017

With email inboxes getting more and more jammed, firms give text messaging a fresh look

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Documents to prepare before sending children off to college

Aug 9, 2017

Advisers can help clients avoid scary and painful situations with kids age 18 and older

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Average age of advisers is falling — and so is their pay

Aug 9, 2017

Survey finds more firms hiring younger advisers, which is bringing average salaries down

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