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Liz Skinner
Reporter: Estate Planning / 529 Plans / Philanthropy
staffWith 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.
202-662-7228
Recent Articles
TD Ameritrade adds video performance reports for robo-advice clients
Jun 28, 2017
Custodian ramping up its digital-platform offerings in race to accumulate assets
Adviser's Consultant: Hammering out succession plans that work for everyone
Jun 26, 2017
Successors require patience, and founders need to recognize that adviser retention may necessitate sharing ownership
Advice firm carves out unit for women investors
Jun 26, 2017
New Fairport division seeks to help widows and other wealthy women feel supported
Edward Jones is winning the Google search war
Jun 22, 2017
Brokerage firm's digital marketing investment helps land it at the top of local and overall search engine results, report finds
Interns will take on several roles at advisory firms this summer
Jun 21, 2017
College students are helping with client prep, firm visioning and long-term projects, among other duties
Most advisers could be doing a lot more with tech
Jun 20, 2017
Those who integrate technology throughout their firm are earning almost a quarter more than peers, Fidelity survey finds
Trial court orders Ameriprise to pay advisory firm $1.5 million
Jun 15, 2017
Ruling finds firm, employees unfairly competed with Hanson McClain Advisors
Orion adds bond-rating updates to portfolio system
Jun 15, 2017
Advisers to gain better risk analysis to help meet DOL fiduciary rule requirements
American politics is No. 1 'hot topic' with clients: survey
Jun 13, 2017
Clients in need of reassurance, according to a survey of financial advisers who custody assets with Charles Schwab
Advisers give more service without getting more fees: Schwab survey
Jun 13, 2017
Nearly half of advisers are doing more and charging the same, according to the survey of 912 independent advisers
