Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Fidelity Pulling $500M From Fisher
By Janet LevauxThis latest redemption since Ken Fisher's lewd comments pushes the total to $1.8 million.
October 18, 2019
Blog Series Details Sexual Assaults at Financial EventsThe incidents shared by advisor consultant Sonya Dreizler affected 40 women, most — but not all — of whom wish to remain anonymous.
October 18, 2019
Kitces Blasts FPA for Electing TD's Skip SchweissSchweiss is not a CFP, and TD Ameritrade's position on a uniform fiduciary standard opposes the FPA's, Kitces said.
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.