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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=20160529170616

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

Affluent Americans trust older white men most for financial advice: Spectrem

May 26, 2016

Because of preconceptions, advisers should think about what they can influence in a first impression to combat any latent bias

Err on the side of caution with DOL fiduciary rule, Phyllis Borzi advises

May 24, 2016

New regulation has broad reach, so when in doubt, use the best interest contract exemption, assistant secretary says

Advisers to face stricter anti-money-laundering rules

May 24, 2016

Government focus on rooting out financial crimes includes proposals to get advisers more involved

DOL fiduciary rule compliance a worry for fee-only financial planners

May 22, 2016

Additional hoops to jump through to show regulators they are fiduciaries have fee-only advisers fretting

Custodians tell fee-only advisers to find a new way to stand out after DOL fiduciary rule

May 20, 2016

Now that all retirement advice must be in a client's best interest, prospects are going to hear from every type of adviser that they act as fiduciaries

Fiduciary standard for CFPs could be raised, leaders say

May 19, 2016

But some fee-only advisers say CFP Board should admit that mark holders who receive commissions have conflicts with the best-interest standard

More Americans today are fuzzy on what 529 college savings plans do

May 17, 2016

Help with college savings would be very popular employee benefit, survey shows

Adviser's Consultant: Be creative when hunting for new clients

May 16, 2016

Don't be too proud to try out different approaches to uncover what works

Recognize what makes female clients different

May 15, 2016

Women's financial concerns and goals vary widely, depending on factors such as age, professional standing and marital status

Finra failing to protect investors from bad advisers, Senator Elizabeth Warren says

May 12, 2016

Letter directs top regulator Richard Ketchum to do more to stop repeat offenders and the firms that hire them

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