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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

Insurance not the cybersecurity answer

Jan 30, 2015

Education, technology and policies are key to online fraud prevention, experts say

TD Ameritrade Institutional launching Veo One dashboard for advisers

Jan 29, 2015

Platform allows immediate connection to applications such as DocuSign, Laser App Anywhere, MoneyGuidePro, Orion Advisor Services and Redtail

TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.

Jan 28, 2015

Trillion-dollar asset transfer opportunities await RIAs

Create a marketing calendar to keep your prospect pipeline full

Jan 27, 2015

Planning a year in advance for communications, events, etc. helps advisers stay on track toward goals

Advisers in Northeast prep for blizzard, close offices

Jan 26, 2015

Firms planning ahead with staff and clients for days of potential power outages and working remotely

Advisers who embrace big data will have a leg up on competitors

Jan 25, 2015

Tech experts predict data analysis will lead to improvements in financial planning for clients, plus better business practices that can boost adviser profitability.

Being picky with prospects helps a firm spur growth

Jan 25, 2015

Roof Advisory Group's growth plans include monitoring and shaping its client base

Taking over an adviser's book can be a risky venture

Jan 22, 2015

It can prove tougher than many think to build trust and meld with someone else's clients

Adviser pool continues to drain, losing 2% in 2013

Jan 22, 2015

But adviser ranks to grow slightly in near term, Cerulli says

Little incentive to use 529 plans under Obama proposal

Jan 21, 2015

College planning would change under president's reforms to education tax code

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