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Liz Skinner

Reporter: Practice Management and Technology

Liz Skinnerhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=LSKINNER&maxw=220&cci_ts=20170818180451

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 turning to text messages to communicate with clients

Aug 16, 2017

With email inboxes getting more and more jammed, firms give text messaging a fresh look


Documents to prepare before sending children off to college

Aug 9, 2017

Advisers can help clients avoid scary and painful situations with kids age 18 and older


Average age of advisers is falling — and so is their pay

Aug 9, 2017

Survey finds more firms hiring younger advisers, which is bringing average salaries down


SEC risk alert calls on advisory industry to do more to shore up cybersecurity

Aug 8, 2017

Advisory firms given more details on how examiners want systems protected from hackers


Advisers find summer slowdown has become a thing of the past

Aug 7, 2017

Advisers worry about burning out as demands come in 24/7 and 365 days a year


Custodians are charting fintech's future

Aug 7, 2017

From workflow efficiencies to robo-advice and artificial intelligence, the big four are developing technology to entice advisers


New master's degree to teach advisers financial life planning skills

Jul 26, 2017

Focus on life planning to teach softer skills that advisers need, like client coaching


Independent broker-dealer Vanderbilt revamps to focus on impact investing

Jul 25, 2017

The $3B AUM firm rebrands itself with commitment to sustainability in investment options and own culture


Tech companies deploy behavioral finance tools for advisers

Jul 21, 2017

They seek to turn knowing more about clients into growing more revenue

Environment money-Main

Robos are offering SRI, so shouldn't live advisers?

Jul 19, 2017

Two more digital advice platforms will provide sustainable investment options to clients

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