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Liz Skinner
Reporter: Estate Planning / 529 Plans / Philanthropy
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.
202-662-7228
Recent Articles
Advisers slow to embrace socially responsible investments sought by clients
Mar 1, 2015
Difficult for clients to find advisers who have the knowledge and expertise required for impact investing
House approves bill easing 529 plan rules
Feb 26, 2015
Families may get to pay for computers again with these popular college savings accounts
Why Obama is 'proud' of this adviser
Feb 24, 2015
President quoted Sheryl Garrett, founder of an hourly fee network, in supporting fiduciary standards
Oscars shine light on Alzheimer's costs
Feb 23, 2015
Financial advisers can help clients take early steps to plan for the progressive disease
Creative way to get clients to save more: Offer a prize
Feb 20, 2015
Research suggests savings increase when people are given a chance to win
Tweeting maven Josh Brown approaches 100K followers, explains the business upshot
Feb 19, 2015
After more than 85K tweets, @ReformedBroker regrets just one
Could more women traders cut volatility?
Feb 18, 2015
Experimental market sessions show more women traders = smaller and fewer bubbles
New defenses necessary for protecting client data
Feb 17, 2015
From the president down, experts say data security is the responsibility of all who hold sensitive information
Lessons from Brian Williams: Is it ever OK to lie to clients?
Feb 11, 2015
Advisers who tell even little fibs risk losing clients as trust and credibility are damaged
George Kinder's holistic approach now available in an automated version
Feb 11, 2015
Father of holistic planning robotizes first few steps of life planning process he created nearly 20 years ago
