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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=20160731032326

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

Advisers react to Hillary Clinton speech that takes aim at 'super-rich' and Wall Street

Jul 29, 2016

Some are cringing at the hint that wealthy citizens will need to pay more in taxes, yet most still plan to give her their vote

Help clients see impact of charitable giving, as ice bucket challenge just did

Jul 28, 2016

News that donations attached to the icy deluges helped in discovering a gene linked to ALS exemplifies the importance of progress reports for philanthropic clients

Strategies for dealing with irrational clients

Jul 26, 2016

Asset allocation decisions beyond what risk-tolerance assessments might suggest can help advisers address individual behavioral finance issues

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

View all stories by Liz »