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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

More advisers simulating SEC exams to expose gaps before regulators come knocking

Jun 29, 2015

Advisers turn increasingly to mock exams to help evaluate compliance risks and indentify oversight gaps

With Supreme Court ruling on same-sex marriage, time to change financial plans

Jun 26, 2015

Unraveling specialized planning decisions will be a first step for advisers of gay couples

Obamacare stands, solidifying health care planning

Jun 25, 2015

Supreme Court rules that U.S. tax subsidies are legal for all health insurance exchanges, allowing for more long-term financial planning decisions

JPMorgan sues $2B team who left for Morgan Stanley

Jun 24, 2015

Six brokers contacted clients and defamed former employer, complaint alleges

Older clients need more than a retirement plan

Jun 23, 2015

Advisers should be prepared to offer assistance for the next set of challenges facing the elderly, including transportation needs and protection from financial abuse

Investors prefer live advisers who incorporate tech

Jun 23, 2015

Wells Fargo survey points to client advice preferences, as well as their biggest financial concerns

Supreme Court rulings imminent in cases with financial planning implications

Jun 22, 2015

High court set to decide legality of same-sex marriage and health care subsidies

From the C Suite with Wetherby Asset Management CEO Debra Wetherby: Aim to be inspirational, not authoritarian

Jun 19, 2015

Along the challenging route toward building a $4B advisory firm, the CEO transformed herself into a more patient and nurturing leader

A sure-fire approach to get employees to stay

Jun 18, 2015

Mark Johannessen says firms need to help each staff member grow and feel respected as a professional. Here's how he does it.

SEC alleges Boston adviser defrauded clients and lost over $12 million

Jun 17, 2015

Interinvest founder hid his interests in penny stock companies he put clients in, agency says

More by Liz Skinner »