Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
The Cost & Benefit of Professional Management
By Mark TibergienAs advisory firms evolve from practices to businesses, executive roles become more critical.
January 23, 2020
Goldman to Stop Doing IPOs for Firms Lacking Board Diversity"From a governance perspective, diversity on boards is very important," CEO David Solomon told CNBC.
January 23, 2020
What Paul Tudor Jones, Ray Dalio, Others Are Talking About at DavosDalio says "cash is trash"; Jones expects "massive blow-off" at the top of the market.
January 22, 2020
Top Women in WealthTech 2020: Hilda Wong-Doo of Fidelity"Thinking outside the box from all aspects was and continues to be important" for innovation, she said
January 22, 2020
4 Reasons to Change Your Fee StructureIf you can communicate the true cost of your value, you should have little client pushback on fee changes.
January 22, 2020
Top Women in WealthTech 2020: Teri Shepherd of Carson Group"The easy road is not the path to innovation. Embrace diversity, fresh thinking, new ideas and often conflicting" views, she said.
January 22, 2020
Top Women in WealthTech 2020: Angela Pecoraro of Advicent"Never be afraid to redefine yourself or your role," she said. "Be eager to do more and ... learn from [those] around you." I
January 22, 2020
Top Women in WealthTech 2020: Salit Nagy-Todd of Raymond James"We need to take some personal responsibility to discuss the fact that there is room for women in tech," she said.