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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

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

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