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Liz Skinner

Reporter: Estate Planning / 529 Plans / Philanthropy

Liz Skinner

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

NestEgg Wealth acquisition brings white-label robo to advisers

Dec 18, 2014

Technology platform will combine digital advice tool with customer relationship management and portfolio management systems

Follow the lead of top performing firms to boost business development

Dec 17, 2014

Creating a marketing plan and having a consistent story are good starting points for most advisers, Fidelity survey finds

Young advisers go from learning to doing

Dec 14, 2014

New employees have gained confidence, and are starting to work with clients

Skills, confidence up

Dec 14, 2014

New planner feeling more comfortable with technology and software platforms

Following a defined career path

Dec 14, 2014

Young planner is checking off accomplishments as she follows the career road map her bosses made for her

Young planner gets unusual experience

Dec 14, 2014

Experience of helping to create a business from scratch has taught a new planner a lot about regulation

Financial advisers need to check up on clients' medical debt

Dec 12, 2014

Stand ready to help negotiate claims, and make sure no such debt destroys a credit report

SEC works on rule requiring practice transition plans

Dec 11, 2014

The regulator wants advisers to develop continuity plans to avoid major disruptions to clients and markets

ETFs losing their luster in 529 college savings plans

Dec 10, 2014

New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans

Phoenix: A sunny outlook

Dec 7, 2014

Employment and real estate bounce back from the depths of the Great Recession

Service firms race to help advisers create digital platforms

Dec 5, 2014

Custodians, rollups offering automated ways to make serving younger or less-wealthy clients profitable

Fidelity Institutional weighs own robo offering

Dec 2, 2014

Months after teaming with Betterment, Boston-based firm adds LearnVest to its platform.

Some advisers moving to mobile payment systems to bill clients

Nov 25, 2014

PayPal a popular option as more Americans demand online billing

Adviser who sold tax avoidance schemes sent to prison for tax evasion

Nov 25, 2014

California man sentenced to two years for filing false tax returns 2002-05

Embracing two routes to growth helps draw in assets

Nov 21, 2014

Modera Wealth Management has spread out business development responsibilities to all advisers and wealth managers, not just owners

Early detection of Alzheimer's would allow for better financial planning

Nov 18, 2014

With new blood test, clients and families would benefit from additional time to save and make decisions about care

Formal business plans portend adviser AUM growth, survey shows

Nov 17, 2014

Adviser survey shows strategic thinking tends to lead to greatest asset growth rates

Measuring success is matter of monitoring the three P's

Nov 16, 2014

Evaluating prospects, potential new clients and projects for existing ones

Demand for socially responsible investing options in 401(k)s on the rise

Nov 14, 2014

Money managers say more participants want to link retirement savings to values

Quarterly video statements may become the norm

Nov 12, 2014

Technology available to allow advisers to send out customized videos to clients