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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
TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.
Jan 28, 2015
Trillion-dollar asset transfer opportunities await RIAs
Create a marketing calendar to keep your prospect pipeline full
Jan 27, 2015
Planning a year in advance for communications, events, etc. helps advisers stay on track toward goals
Advisers in Northeast prep for blizzard, close offices
Jan 26, 2015
Firms planning ahead with staff and clients for days of potential power outages and working remotely
Advisers who embrace big data will have a leg up on competitors
Jan 25, 2015
Tech experts predict data analysis will lead to improvements in financial planning for clients, plus better business practices that can boost adviser profitability.
Being picky with prospects helps a firm spur growth
Jan 25, 2015
Roof Advisory Group's growth plans include monitoring and shaping its client base
Taking over an adviser's book can be a risky venture
Jan 22, 2015
It can prove tougher than many think to build trust and meld with someone else's clients
Adviser pool continues to drain, losing 2% in 2013
Jan 22, 2015
But adviser ranks to grow slightly in near term, Cerulli says
Little incentive to use 529 plans under Obama proposal
Jan 21, 2015
College planning would change under president's reforms to education tax code
As more states recognize gay marriage, planning traps still await couples
Jan 15, 2015
Supreme Court could agree to rule on one of many appeals cases by this summer, and largely clear things up
Should your clients use prepaid college tuition plans?
Jan 13, 2015
As more schools sign on, guarantees and tuition cost savings attract account holders
