Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
HighTower Strikes Deal With $1B RIA; DeVoe Plays Matchmaker
By Jeff BermanDeVoe & Co. introduced the firms because they "shared a culture that would be a good fit," David DeVoe tells ThinkAdvisor.
October 29, 2019
What to Do If Your Lead Rate Is FallingHere's what's really behind the business expansion of today's fastest-growing advisory firms.
October 29, 2019
Ron Rhoades' 18 Predictions for the Future of RIAsThanks to these trends and four threats, the future of financial and investment advice is complicated, says the advisor, attorney and professor.
October 29, 2019
4 Questions Advisors Must Answer to SurviveAt SS&C's recent event, one expert shared how advisors can rethink and redesign their business strategies to best help clients.
October 28, 2019
Industry Stalwarts Join Snappy Kraken BoardIncreased fundraising and experienced leadership provides the marketing tech firm with a stronger base, its CEO says.
October 28, 2019
California Fires Have Advisors Scrambling to Aid ClientsAdvisors in the state are doing all they can to support clients as many of them face evacuations and other risks themselves.
October 25, 2019
Wells Fargo Welcomes Next-Gen Black Advisors to the Family BusinessFour young African American advisors tell ThinkAdvisor about joining their parents' firms and how Wells Fargo is paving the way for more young minority talent.
October 25, 2019
Funds Leaving Fisher Now Top $3BA Texas pension group is the latest to take its assets elsewhere in the wake of Ken Fisher's crude remarks at a recent industry event.