Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Ex-NFL, Ohio State Players Tackle New Advisor Roles
By Janet LevauxOne former football player has gone independent after time with Merrill, while another is joining the firm that manages his money.
December 10, 2019
Wells Fargo Kills Commissions for DIY InvestorsThe move to zero follows the industry trend started by Charles Schwab in early October.
December 09, 2019
Merrill Edge Ends Trading Commissions for Self-Directed ClientsMerrill Edge Self-Directed joins a growing list of brokerages offering commission-free trades.
December 05, 2019
3 Ways to Define What Motivates YouTo succeed, advisory firm owners need to first understand the real reasons "why" they are in the financial advice business.
December 04, 2019
Majority of HNW Managers Use ESG in Portfolios: CerulliOne reason ESG/SRI isn't used across all portfolios: It didn't fit into client investment policy statements.
December 04, 2019
Best & Worst Wealth Firms for Mobile Apps: J.D. Power, 2019Study finds that clients want security, simplicity and personalization and find these features inconsistent today.
December 04, 2019
Skip the Cash Gift, Try a Kiddie Roth IRA for the HolidaysAn often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.
December 02, 2019
Millennial, Boomer Advisors Show Stark Gap on Tech Use, Study ShowsYounger advisors are much likelier to leverage tech to enhance profitability, Nationwide reports