Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Next Job for Seahawks' Marshawn Lynch: Retirement Advisor?
By Janet LevauxLynch's advisor at UBS said, "He understands the transition [to retirement] better than anyone in the NFL, since he's done it twice."
January 09, 2020
Fidelity Launches First Full-Service HSA for AdvisorsFidelity's HSA for advisors and other financial intermediaries is integrated with Wealthscape, its advisor technology platform.
January 09, 2020
LPL Recruits Black Advisor Team From Northwestern MutualMeanwhile, RIA Mercer Global Advisors is buying CCP Inc., a Chicago-based group with $140 million in client assets.
January 09, 2020
Envestnet Buys Stake in Dynasty, Forms Services ExchangeAdvisors on Envestnet's platform will gain access to growth capital, business tools, marketing and outsourced CFO services.
January 08, 2020
T3 Events Now Have Code of ConductThe news from Technology Tools for Today comes three months after Ken Fisher was called out for lewd comments at an event.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 06, 2020
Janney Added 32 Advisors From Wells Fargo, Merrill and Morgan Stanley in 2019With the wirehouse advisors and 12 other veteran reps, it added some $3.4 billion in assets to its Private Client Group.
January 06, 2020
5 Steps to Creating Your Unique Value PropositionHow to get prospects to say, "Great! Tell me more."