« 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=20170628165712

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


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

Team 2

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

tech acquisition_istock_web

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

price cut --MAIN

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

View all stories by Liz »