« 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=20161028100438

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

Technology can offer support to advisers with aging clients

Oct 27, 2016

Software could help with recognizing and planning around clients' loss of cognitive function

Is your 529 plan one of the six that Morningstar just downgraded?

Oct 25, 2016

One 529 plan bumped up to gold, joining only two others with that top rating

SS&C acquires CRM firm used by large wealth managers

Oct 24, 2016

Salentica client relationship management software to become part of Black Diamond platform

Financial advisory firms are missing their growth target for assets under management, revenue

Oct 23, 2016

After falling short of their goals, advisers are trying to figure out how to get back on track

How fintech aims to make DOL fiduciary rule manageable

Oct 21, 2016

Wealth of tools popping up to help with compliance, but will require proper adviser due diligence

Finra shouldn't hype 'broken' BrokerCheck to investors: PIABA

Oct 20, 2016

System doesn't include reasons for advisers' employment termination and other details public needs before deciding who to hire, a new report found

Advisory firms growing with tech, but not without troubles and false starts

Oct 19, 2016

Advisers know technology can improve efficiencies and foster strong client relationships, but some are finding the latest tools don't always deliver as planned

Fidelity's robo for financial advisers will give clients eMoney tools

Oct 18, 2016

Planning centric digital advice solution part of new Fidelity platform for advisers

Broker-dealers deploying advanced cybersecurity measures

Oct 17, 2016

Tech experts are showing, not just telling, advisers that they are vulnerable to online threats

LendingClub introduces peer-lending robo for advisers

Oct 13, 2016

LendingRobot allows planners to create client accounts with unique risk and investment profiles

View all stories by Liz »