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Liz Skinner
Special Projects Editor
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
A special need for financial advice
Sep 16, 2017
Advisers don't have to be experts to help special needs families get a jump on lifelong planning
Why clients might benefit by sending their children overseas for college
Sep 9, 2017
As U.S. tuition rates continue to soar, more American parents are sending their children abroad in pursuit of cheaper education.
Industry veterans form tech integrator for advisers
Sep 6, 2017
Lori Hardwick and Michael Zebrowski introduce venture to improve advisers' fintech experience
State-registered advisers face fee model inconsistencies
Aug 30, 2017
Methods for charging client fees OK in some states, not others
XY Planning Network launches TAMP for young investors
Aug 29, 2017
Platform designed to serve its members' next-generation clients will incorporate robo-advice and socially responsible investing options
Harvey tests whether advisers need more emergency planning
Aug 28, 2017
SEC suggests a final decision on its proposed continuity rule with heightened requirements will come in April
Investment managers have found a new way to give back
Aug 22, 2017
Firms pledge more charitable support as assets increase in their ETFs
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
