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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=20160927164106

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

Tech-tardy advisers, prepare for a late-adopter penalty

Sep 27, 2016

Firms that don't invest in tools to improve the client experience, such as those that allow for frequent interactions with the adviser, will lose out

College financial aid process begins Saturday

Sep 26, 2016

Remind clients that FAFSAs for the 2017-18 school year are out three months earlier this year, and now allow reporting prior-prior year income data, or 2015

Advisers say this part of Hillary Clinton's estate-tax plan is worse than the higher rate

Sep 23, 2016

Loss of step-up in basis would affect more than the ultra-wealthy, advisers say

Fidelity's eMoney introducing DOL fiduciary compliance functions for advisers

Sep 22, 2016

One-click BICE notification to be included in its fiduciary framework

Advisers reveal cyber insecurities at FPA conference

Sep 16, 2016

Most don't expect they could pass a hacking-preparedness test if the SEC came knocking, or even know all the compliance factors they are responsible for, according to a new Financial Planning Association study

Advisers are ignoring the fastest growing wealth demographic

Sep 15, 2016

Income growth rates of African Americans have outpaced those of non-Hispanic whites, and many could use a planner to help dispel unhealthy money beliefs

Fintech to make financial advisers better behavioral coaches

Sep 14, 2016

In addition to innovations making planners more productive and freeing up their time, in the future, tools will provide better data-driven intelligence about clients

Betterment rebrands in bid to attract advisers

Sep 14, 2016

Robo-adviser launches new name and boosts investment choices to lure advisers to its digital platform

Adviser pricing for ultrawealthy clients is under pressure

Sep 12, 2016

One-third of family offices have lowered what they charge new clients, survey shows

Tips for last-minute college funding strategies

Sep 11, 2016

What advice you can give to clients who are getting a late start putting money away for their kids' college education

View all stories by Liz »