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Articles by Liz Skinner

Flu Taking Advisers—and Clients—Down 'Like Soldiers'

January 16, 2013
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The Centers for Disease Control said that this year's flu season, which ramped up earlier than usual and could go on through March, is the worst outbreak in a decade.
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Younger Workers Taking a Pass on Taking Over the Business

December 4, 2012
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So-called NextGen financial advisers are reluctant to buy into the business. The trend is potentially troublesome for owners of financial advisory firms who have been banking on selling their businesses to junior advisers.
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Bankrolling Adult Kids Imperils Boomer Retirement

June 25, 2012
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Financial advisers worry that families don't realize how much they're spending on their grown children.
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LGBT Adults Better Prepared for Retirement, Survey Finds

May 30, 2012
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The median amount that LGBT survey participants have saved is $150,000, 17 percent, of the $900,000 they expect to need. The average American has saved about 13 percent of the anticipated needed amount, according to the Wells Fargo study.
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SEC: Financial Advisers Traded on Info Gleaned From AA Meeting

March 13, 2012
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The pair allegedly learned about an upcoming insurance company merger during an Alcoholics Anonymous meeting, where shares rose 64 percent.
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