Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Top Women in WealthTech 2020: Colleen Bell of Cambridge Investment Research
By Janet LevauxIf technology can drive us to work, it should be able to tells clients when they are off course from meeting financial goals, she says.
January 22, 2020
M&As Have Banner Year, but What's Next?DeVoe's annual wrap-up has some good news for sellers, but with cautions attached.
January 21, 2020
Your Firm's Succession Plan May Be Missing Someone: A Gen XerA little-discussed factor in the talent shortage: Market downturns in the 2000s wiped out many Gen X advisors.
January 21, 2020
How a Shortage of Black Execs Hurts Wealth Management"Until we see changes at the top, it is all [just] talk," longtime advisor Zaneilia Harris tells ThinkAdvisor.
January 17, 2020
Schwab Clears $4T Mark but Posts Big Drop in Trading RevenueHere's how the end of trading commissions affected Schwab's fourth-quarter earnings.
January 16, 2020
Mercer Taps RIA Veteran for New Role, Cetera Promotes Exec: Recruiting RoundupMartine Lellis has 18 years of experience in financial services business, while Connie Gregory has more than 25.
January 16, 2020
6 Ways Merrill Aims to Boost Its Brokers' ResultsA Merrill executive discusses some changes on deck for the year, such as training and recruiting shifts.
January 15, 2020
Does Your Team Really Need a COO?To grow, your firm should figure out if it requires someone to oversee its operations or to set its strategic direction.