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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=20170430070757

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


Doubling standard deduction could hurt philanthropic giving

Apr 27, 2017

Trump's tax plan could create a disincentive for Americans to give as much to charity, especially when adding in the estate tax repeal

Tech head

How to use technology for business development

Apr 25, 2017

Tools to help find appealing prospects and automate marketing can be more effective at growing your book than adding staff


Adviser's Consultant: Boosting female advisers inside and outside the firm

Apr 21, 2017

Supportive HR policies can help attract and retain women in the advice business


Colorado proposes new cybersecurity rules for advisers

Apr 20, 2017

Other states also likely to issue requirements for protecting client financial data

Millennials as investors-main

Millennials' financial habits and priorities differ from Gen X, boomers

Apr 19, 2017

Advisers need a new agenda to attract this giant demographic as clients


Oranj buys majority share in rebalancing software firm Trade Warrior

Apr 18, 2017

Deal will allow Oranj to provide advisers a single system that offers a robo experience integrated with a back-end tool for portfolio management


Advisers split on whether cutting fees for clients is good business

Apr 17, 2017

Some are flexible and will give clients discounts, while others stand firm and will not bend


Advisers use technology to attract millennials

Apr 16, 2017

Businesses target young investors hungry for convenience in an on-demand world


Tech tools not always the answer for clients

Apr 16, 2017

Edelman focused on using tech only where it enhances the client experience


Robo-advisers offering incentives to attract new clients

Apr 13, 2017

Range of marketing techniques prevail in race to acquire assets

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