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Liz Skinner

Reporter: Estate Planning / 529 Plans / Philanthropy

Liz Skinnerhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=LSKINNER&maxw=220&cci_ts=20160503141732

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

Obama daughter set for gap year before Harvard, but it's not for everyone

May 2, 2016

Advisers say taking a year off needs to be structured to pay off

Feds seek to make it easier to restructure student loan payments

Apr 29, 2016

Government to help borrowers better understand their repayment options

Target four types of clients for more referrals

Apr 26, 2016

Advisers find best referral sources have time and large networks

From the C Suite with RBC's John Taft: It isn't enough just to get up and work

Apr 25, 2016

The great-grandson of President William Howard Taft shares what he's thinking about his post-RBC career — including whether he will step into politics

Still plenty of headaches for independent broker-dealers in the DOL fiduciary rule

Apr 24, 2016

New business models, heavy compliance costs and figuring out 'reasonable' fees are among the items giving IBDs fits

Get the most out of your next staff retreat

Apr 19, 2016

Advisers discuss the structure of their annual meetings away from the office, which often include the top brass and mix a little social time with business

High schoolers to test whether they're smarter than a financial adviser

Apr 15, 2016

100 teens to give financial planning a shot this summer in new Schwab, Texas Tech program

RIAs expect to make some changes to comply with DOL fiduciary rule

Apr 11, 2016

They will need to marginally modify their policies and procedures, adjust client agreements and other documents, as well as provide additional client disclosures

Adviser's Consultant: How to sell yourself in the prospect discovery process

Apr 8, 2016

Take time to get to know potential clients, so you can show them specifically how you can help them and learn whether they will be someone you want to work with

Critics say DOL fiduciary rule makes too many industry concessions

Apr 6, 2016

While many investment advisers and their organizations praise the rule, some who formerly advocated for it believe the final version doesn't go far enough to protect investors

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