« Staff Listing

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=20161205092856

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

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

Advisers and clients worry about Obamacare changes under Trump

Nov 17, 2016

It's hard to know what healthcare may cost or look like in 2018 without specifics from the President-elect

New fintech tools for DOL fiduciary rule launched despite questions of a Trump delay

Nov 16, 2016

The advisory world is moving toward a fiduciary standard with or without the DOL rule, financial technology firms contend

Wells Fargo teams with SigFig to offer robo-adviser

Nov 15, 2016

Wirehouse, whose platform will be available next year, joins other big firms jumping into digital advice

View all stories by Liz »