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Liz Skinner

Reporter: Estate Planning / 529 Plans / Philanthropy

Liz Skinner

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

Could Bobbi Kristina Brown have been better protected by Whitney Houston's estate?

Jul 28, 2015

Estate planning lawyers say 19-year-old will left pop star's daughter unprotected

Advisers say China drop isn't done yet, but calm clients on the downslide

Jul 27, 2015

It's premature to think Chinese stocks are over the worst, but investing for the long term changes the picture

Young advisers want a future, not handouts

Jul 26, 2015

Three changes would make the financial advice industry more nurturing and appealing for young professionals

Mutual fund industry comes up short when it comes to women portfolio managers

Jul 26, 2015

Statistics show mixed-gender investment management teams outperform single-sex crews

Survey proves, it all comes down to trust

Jul 26, 2015

Advisers share ways to interact with female clients and bolster retention

Adviser's goals: Keep clients happy and profit growing

Jul 23, 2015

Sheryl Rowling cares about where her firm stands in terms of assets under management, but it's the bottom line she wants to improve at Rowling & Associates.

What it means to move from a practice to a business

Jul 23, 2015

Adviser Gerard Klingman explains his process for shifting to professional management

Don't let infidelity cloud your clients' decisions in divorce

Jul 21, 2015

Splits resulting from infidelity outed by this week's data hack of Ashley Madison will involve emotional hurdles advisers need to manage

Portability is an area where investors need advice

Jul 20, 2015

New IRS rules mean that wealthy clients need more tax-planning guidance

Which of your adviser peers made the short list for the Community Leadership Awards?

Jul 17, 2015

CLAs, given by Invest in Others and InvestmentNews, recognize philanthropic work around the globe

More by Liz Skinner »