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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

Price tag is only one factor to consider when acquiring a firm

Apr 22, 2015

Many elements, including whether the new firm is a good cultural and technological fit, should be considered before inking a deal.

Incentive compensation should align with firm goals

Apr 22, 2015

More firms set triggers based on growth than client service or retention, survey finds

Brokers get a mixed review on how they treat older investors

Apr 15, 2015

A third of brokerages sold seniors possibly unsuitable variable annuities, regulators' report finds

Adviser explains his process for creating a successful niche practice

Apr 6, 2015

Latest in our 'Adviser's Consultant' series, featuring practice management strategies that work

Young advisers need help developing 'soft skills' for serving clients

Apr 5, 2015

New planners need to know the proper language and tone to use with clients, how to be a good listener and how to prioritize their workload

Aspiriant's CEO: Give others the space to make mistakes

Apr 5, 2015

InvestmentNews sits down with Rob Francais in our monthly 'C-Suite' series on management insights

Advisory fees show signs of a rebound

Apr 5, 2015

Industry analysts wonder whether fees have finally hit rock bottom and the upward trend will continue

Get clients on board with a merger or acquisition

Apr 1, 2015

Rebranding to accentuate the benefits of the new firm can allay client fears

Advisory fees rise above 1% after bottoming in 2013

Mar 30, 2015

Report shows reversal of long downward trend in conjunction with increasing asset levels

More by Liz Skinner »