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Liz Skinner

Reporter: Estate Planning / 529 Plans / Philanthropy

Liz Skinner

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

Regulatory burdens top adviser business concerns

Apr 30, 2015

Advisers also worry about attracting new clients in the future, survey shows

Senate Finance Committee OKs changes to college savings plans

Apr 29, 2015

Senate committee to approve measure loosening rules for 529 plans

Baltimore violence pushes financial professionals to remote locations

Apr 28, 2015

Fires are out but firms including T. Rowe Price and Legg Mason are keeping employees far from the fray

Wirehouse employees rate their firms on sites like Glassdoor.com

Apr 27, 2015

Ratings online increasingly important in tight hiring markets, expert says

Incentive compensation should align with firm goals

Apr 22, 2015

More firms set triggers based on growth than client service or retention, survey finds

Price tag is only one factor to consider when acquiring a firm

Apr 22, 2015

Many elements, including whether the new firm is a good cultural and technological fit, should be considered before inking a deal.

Brokers get a mixed review on how they treat older investors

Apr 15, 2015

A third of brokerages sold seniors possibly unsuitable variable annuities, regulators' report finds

Adviser explains his process for creating a successful niche practice

Apr 6, 2015

Latest in our 'Adviser's Consultant' series, featuring practice management strategies that work

Young advisers need help developing 'soft skills' for serving clients

Apr 5, 2015

New planners need to know the proper language and tone to use with clients, how to be a good listener and how to prioritize their workload

More by Liz Skinner »