« 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=20170124040738

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

Young retirement robo ForUsAll scoring high employee participation rates

Jan 20, 2017

The company's founders, who hail from Financial Engines, have grown the new business to $100 million in assets

Like Trump? Hate Trump? What happens when politics bubbles up at advisory firms

Jan 19, 2017

Advisers discourage partisan rants at the office while some find other places to take up political discussions

Consumer group contends brokerages misrepresent their sales focus

Jan 18, 2017

A Consumer Federation of America report says broker-dealers and trade groups claim they are advice-focused when marketing to the public but sales-focused when fighting the DOL fiduciary rule in court

Janney Montgomery Scott selects Advicent financial planning software as core of DOL fiduciary fix for advisers

Jan 18, 2017

Advicent's Naviplan software will broaden advisers' view of client financial picture

New cybersecurity regulation hits New York financial firms March 1

Jan 17, 2017

The rules, which include having written policies and procedures and a designated chief information security officer, could become a model for other states

House bill seeks improvements to 529 college savings plans

Jan 17, 2017

Unlimited investment changes among the enhancements lawmakers seeking in new measure

Is cyber insurance worth the cost?

Jan 15, 2017

Many advisers think E&O is enough, but these policies target the wayward web

Watch for this new cybersecurity scam, IRS warns

Jan 13, 2017

The phishing scheme involves cybercriminals posing as individuals looking for help with tax preparation

Women advisers not attracting as many assets as male colleagues

Jan 12, 2017

Females in RIA channels especially coming up short

Robos jumping into socially responsible investing space

Jan 11, 2017

Several digital platforms are filling a void left by advisers by offering clients the opportunity to back their values with their investments

View all stories by Liz »