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Liz Skinner

Reporter: Estate Planning / 529 Plans / Philanthropy

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Liz Skinnerhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=LSKINNER&maxw=220&cci_ts=20160725061336

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

Trump as 'supreme ruler' and 'attractive'? Advisers react to long, historic speech

Jul 22, 2016

Republican presidential candidate's acceptance speech to the RNC makes big promises but offers little specifics on how he would cut taxes or reform regulations

Amazon and Wells Fargo latest to team up on student loans

Jul 22, 2016

Several affinity programs have been rolled out that aim to attract clients with offers to help them pay the high expenses of college

Republican convention speakers back tax and financial reforms

Jul 21, 2016

The future of Dodd-Frank and other issues important to advisers hang in the balance, as the party picks Donald Trump as its presidential candidate

Troubling surprises advisers discover when switching firms

Jul 12, 2016

Advisers on the move didn't expect as much paperwork, or the emotional blows

M&A deals for billion-dollar advisory firms double this year

Jul 12, 2016

Consultant says transactions for large planning practices bodes well for any size firm looking to sell

Top financial advisers focus on client heirs: Jefferson National survey

Jul 5, 2016

Retaining assets of clients after inheritance is more of a priority for successful advisers

Lessons from a week of highs and severe lows with clients

Jul 1, 2016

Now that the dust has settled, it's time to learn from the Brexit fallout on what to say and do next time markets tank and clients lose their cool

Advisers to start recommending ABLE plans to clients

Jun 29, 2016

Four states introduce accounts that help families save for special needs children

SEC proposes rule to require business continuity plans for advisers

Jun 28, 2016

RIAs would have to prepare ahead for potential business disruptions, including a planner's sudden death

Advisory firms using creative job titles to attract clients, staff

Jun 28, 2016

Inventive labels, such as director of first impressions, can better describe roles and help a company stand out from the competition

View all stories by Liz »