Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Goldman Exec to Lead United Capital's FinLife
By Janet LevauxWith the hand-off in ownership, United Cap also is adding access to Goldman Sachs' products and changing its FinLife pricing.
November 01, 2019
Arthur Laffer's RIA Is AcquiredArthur Laffer, inventor of the Laffer Curve, recently received the Presidential Medal of Freedom.
November 01, 2019
Sustainable Investing: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.
October 31, 2019
$1.4B UBS Team Breaks Away With FidelityThe group is based in Bellevue, Washington, and spent more than a decade with the wirehouse.
October 30, 2019
eMoney Planning Tool Now on TD's RIA PlatformAdvisors working with TD Ameritrade Institutional can gain easy access to client statements and forms with the eMoney Vault.
October 30, 2019
Boomers, Gen Xers Carry Bigger Student Debt Loads Than Milliennials: FidelityWorkers in the private health care and social assistance industries had the most debt, Fidelity found.
October 30, 2019
FPA Announces Which Chapters Will Be Testing Its OneFPA NetworkEleven chapters will participate in the beta test, which starts in January.
October 29, 2019
Andrew Altfest Wants to 'Treat Every Client Like a Rockefeller'The 39-year-old son of Lewis and Karen Altfest talks to ThinkAdvisor about how he wants to modernize his parents' pioneering wealth firm.