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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=20170430070757

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

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Doubling standard deduction could hurt philanthropic giving

Apr 27, 2017

Trump's tax plan could create a disincentive for Americans to give as much to charity, especially when adding in the estate tax repeal

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How to use technology for business development

Apr 25, 2017

Tools to help find appealing prospects and automate marketing can be more effective at growing your book than adding staff

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Adviser's Consultant: Boosting female advisers inside and outside the firm

Apr 21, 2017

Supportive HR policies can help attract and retain women in the advice business

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Colorado proposes new cybersecurity rules for advisers

Apr 20, 2017

Other states also likely to issue requirements for protecting client financial data

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Millennials' financial habits and priorities differ from Gen X, boomers

Apr 19, 2017

Advisers need a new agenda to attract this giant demographic as clients

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Oranj buys majority share in rebalancing software firm Trade Warrior

Apr 18, 2017

Deal will allow Oranj to provide advisers a single system that offers a robo experience integrated with a back-end tool for portfolio management

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Advisers split on whether cutting fees for clients is good business

Apr 17, 2017

Some are flexible and will give clients discounts, while others stand firm and will not bend

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Advisers use technology to attract millennials

Apr 16, 2017

Businesses target young investors hungry for convenience in an on-demand world

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Tech tools not always the answer for clients

Apr 16, 2017

Edelman focused on using tech only where it enhances the client experience

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Robo-advisers offering incentives to attract new clients

Apr 13, 2017

Range of marketing techniques prevail in race to acquire assets

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