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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=20170220125734

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


Adviser's Consultant: Creating a new service for clients with smaller nest eggs

Feb 15, 2017

Biz requires new tech, different fee model and dedicated leader

Fintechs feature DOL fiduciary tools at T3

Feb 14, 2017

80-plus firms ready to help advisers decide where to spend their tech budgets

Got client passwords? That means custody to SEC

Feb 9, 2017

Advisers still unintentionally falling into trap of custody provisions passed after Madoff swindle

Merrill Lynch debuts robo-platform for clients with at least $5,000 to invest

Feb 8, 2017

Familiar financial giants are doing well attracting investor assets on digital platforms

Most advisers' cybersecurity training insufficient

Feb 7, 2017

Firms would be better off with shorter, more frequent sessions for employeees

Fiserv to offer robo to its adviser, bank clients

Feb 6, 2017

Fintech firm will make the Marstone digital-advice platform available to the 13,000 financial institutions it works with

Most advisers think the industry will continue down a fiduciary path despite rule delay

Feb 3, 2017

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals

TD's Nally urges evolution of RIA fee model

Feb 2, 2017

How advisers charge needs to start matching up with their value

Big data for analyzing adviser businesses, clients part of TD's fintech strategy for 2017

Feb 2, 2017

TD Ameritrade Institutional will add new tools to its Veo One platform that employ analytics to help financial advisers understand their practices better and a dashboard to pinpoint client-service issues

Betterment now offering human advice with its robo

Jan 31, 2017

Clients of the digital platform can get live advice if they have enough assets, and those seeking a full-time dedicated adviser will be referred to an RIA who is using Betterment for Advisors

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