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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=20170225084648

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


SEC provides robo-adviser guidance

Feb 23, 2017

Regulator warns automated platforms to be transparent on algorithms and consumers to ask a lot of questions before choosing one, but stops short of issuing new rules


Advice firms adapt to millennial advisers who want to help their peers

Feb 23, 2017

Many young advisers are persuading their bosses to accept lower annual minimum fees and make other modifications to appeal to young investors


Robo-advisers and human advisers adopt each others' biggest advantages

Feb 21, 2017

Digital advisers are hiring live planners and advice firms are deploying automation


Adviser's Consultant: Creating a new service for clients with smaller nest eggs

Feb 15, 2017

Biz requires new tech, different fee model and dedicated leader

Fintechs feature DOL fiduciary tools at T3

Feb 14, 2017

80-plus firms ready to help advisers decide where to spend their tech budgets

Got client passwords? That means custody to SEC

Feb 9, 2017

Advisers still unintentionally falling into trap of custody provisions passed after Madoff swindle

Merrill Lynch debuts robo-platform for clients with at least $5,000 to invest

Feb 8, 2017

Familiar financial giants are doing well attracting investor assets on digital platforms

Most advisers' cybersecurity training insufficient

Feb 7, 2017

Firms would be better off with shorter, more frequent sessions for employeees

Fiserv to offer robo to its adviser, bank clients

Feb 6, 2017

Fintech firm will make the Marstone digital-advice platform available to the 13,000 financial institutions it works with

Most advisers think the industry will continue down a fiduciary path despite rule delay

Feb 3, 2017

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals

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