« Staff Listing

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=20170525233434

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


Robo-adviser takes a stake in Plancorp

May 25, 2017

Traditional advisory firm to become the human element of hybrid-robo offering


Communication is key to robo-advisers' plans to keep their clients on track in a downturn

May 25, 2017

Digital firms warn investors so a correction down the road doesn't hit them as a shock

game plan

RIAs and broker-dealers charge ahead in prep for DOL fiduciary rule

May 23, 2017

Many advisory firms have been progressing in changes required to meet the new regulation, despite the first delay and a broader review that continues


Meeting clients' high-tech expectations

May 22, 2017

Financial advisers focus on ease and mobility for customers


Cybersecurity looms as adviser business threat

May 22, 2017

Firms should be ready to invest more on technologies that thwart cybercriminals


Advisers go on the offensive, getting clients ready for the next market correction

May 22, 2017

Some proactive planners are spelling out for clients the impact of a 10% or 20% correction


Shrinking talent pool puts strain on advisory firms

May 20, 2017

Attrition, cuts in training programs and new competition make it difficult to fill job openings


SEC alerts advisers on WannaCry ransomware cyberattacks

May 17, 2017

Regulator stresses vulnerability testing and timely system upgrades


Cyberattack should prompt advisers to ask their IT professionals hard questions

May 15, 2017

Last week's ransomware attack reveals system vulnerabilities


TIAA to pay $5M in 401(k) excessive-fee suit

May 12, 2017

Employees allege the firm failed to act in their best interests when managing their retirement plans

View all stories by Liz »