Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Redemptions From Fisher's Firm Top $1.3B
By Janet LevauxThe latest move by an Iowa pension fund comes about a week after investment advisor Ken Fisher made lewd remarks at an industry event.
October 18, 2019
Debate Rages On as Ken Fisher's Son Defends His Lewd RemarksNathan says his father's brain is "wired differently," but industry participants replied that his behavior should not be tolerated.
October 17, 2019
Schwab to Allow Trading of Fractional Shares: ReportThe move suggests other shifts by the brokerage firm as it seeks to add younger investors to its client base, one industry watcher says.
October 17, 2019
Financial Advisors Are Failing to Plan for the Future: StudyA joint study by SEI and the FPA found that advisors are not adequately anticipating the changing needs of clients.
October 17, 2019
Start Here to Improve Your PracticeIf you want to build a top advisory firm, don't begin by focusing on exterior resources like technology.
October 16, 2019
Human Capital: Ric Edelman on Social Security Crisis, SEC's Crypto FailOn Episode #2 of Human Capital's podcast, Edelman discusses how he's redoubling his efforts to help fix Social Security and what steps the SEC must do to tame cryptocurrency.
October 16, 2019
Boston Pension Board Pulls $248M From Fisher: ReportInvestors have pulled at least $902 million since Fisher made lewd comments at the Tiburon CEO Summit.
October 16, 2019
Meb Faber's 8 Year-End Questions Advisors Should Prepare ForThe stress of closing out the year is high for all advisors, but one way to reduce it is to get ready for these questions ahead of time.