Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
CFP Board's Enforcement Oversight Is Inadequate: Task Force
By Bernice NapachThe task force made multiple recommendations, some of which the CFP Board pledges to adopt.
December 17, 2019
Slow Gains for Female Board Membership: ReportStill, the MSCI's Women on Boards 2019 Progress Report does reveal some positive trends.
December 17, 2019
Blair DuQuesnay: 'The Future of Finance Should Be Female'The Ritholtz Wealth advisor tells ThinkAdvisor about why increasing the number of female advisors is "an uphill battle."
December 17, 2019
5 Ways the Secure Act Would Affect Retirement, 529 PlansAdvisor Jeffrey Levine breaks down the sweeping retirement bill.
December 16, 2019
Dimon Says He's 'Disgusted by Racism' in Wake of New York Times ExposéThe news comes about a year after the bank reached a $24 million settlement brought by black employees.
December 12, 2019
Divorce Doesn't Have to Be ContentiousIn a collaborative divorce, advisors can be part of a team that offers information to smooth the process.
December 11, 2019
Are Advisors Failing to Communicate? Many Clients Say YesYCharts took a look at the types of communication clients want, but often aren't getting, from advisors.
December 11, 2019
Forget Labels: Focus on Client Intentions to Help Create Impact PortfoliosImpact investing can be confusing. But it doesn't have to. Here's why.