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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=20161209005351

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

Check these guys out, not just boomers and millennials

Dec 7, 2016

Gen Xers need lots of financial advice but they're ignored by planners, Cerulli finds

Do human advisers make clients happier than robos?

Dec 7, 2016

Investors appreciate both, but do turn to traditional advisers over digital ones for some services

Betterment presses Trump to keep DOL rule

Dec 5, 2016

Ad campaign suggests robo-adviser is ready to battle for fiduciary standard

Robos to make banks a bigger competitor in advice market

Dec 2, 2016

Younger generations may opt to go robo at their local financial institution rather than seek out an adviser

Betterment retirement robo attracts 300 companies to 401(k) platform

Dec 1, 2016

Automated-adviser says professional services firms are especially interested in its retirement advice technology

Advisers plan to spend more for compliance and tech in 2017

Nov 29, 2016

Many adviser marketing budgets also set to increase, with social media the focus

Best Buy founder among outsiders betting on financial advice firms

Nov 22, 2016

RIAs attracting unusual investors in their race to expand

From the C-Suite with Cambridge's Amy Webber: Empowering others to demand improvements

Nov 21, 2016

The president of Cambridge Investment Research discusses the culture she is working to foster at the firm and the leadership lessons she has learned

New robo-adviser geared to retirees

Nov 21, 2016

True Link joins crowded digital-advice market dominated by big financial names

WisdomTree invests $20 million in robo-adviser Vanare, now AdvisorEngine

Nov 18, 2016

Asset manager takes 36% stake and its ETF models will be made available through the digital platform, which has changed its name

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