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Liz Skinner
Reporter: Practice Management and Technology
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
Advisers turning to text messages to communicate with clients
Aug 16, 2017
With email inboxes getting more and more jammed, firms give text messaging a fresh look
Documents to prepare before sending children off to college
Aug 9, 2017
Advisers can help clients avoid scary and painful situations with kids age 18 and older
Average age of advisers is falling — and so is their pay
Aug 9, 2017
Survey finds more firms hiring younger advisers, which is bringing average salaries down
SEC risk alert calls on advisory industry to do more to shore up cybersecurity
Aug 8, 2017
Advisory firms given more details on how examiners want systems protected from hackers
Advisers find summer slowdown has become a thing of the past
Aug 7, 2017
Advisers worry about burning out as demands come in 24/7 and 365 days a year
Custodians are charting fintech's future
Aug 7, 2017
From workflow efficiencies to robo-advice and artificial intelligence, the big four are developing technology to entice advisers
New master's degree to teach advisers financial life planning skills
Jul 26, 2017
Focus on life planning to teach softer skills that advisers need, like client coaching
Independent broker-dealer Vanderbilt revamps to focus on impact investing
Jul 25, 2017
The $3B AUM firm rebrands itself with commitment to sustainability in investment options and own culture
Tech companies deploy behavioral finance tools for advisers
Jul 21, 2017
They seek to turn knowing more about clients into growing more revenue
Robos are offering SRI, so shouldn't live advisers?
Jul 19, 2017
Two more digital advice platforms will provide sustainable investment options to clients
