Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
How US Family Foundation Philanthropy Is Evolving
By Michael S. FischerA study finds the new generation making its mark in funding priorities and grant-making practices.
October 21, 2019
Fidelity Pulling $500M From FisherThis latest redemption since Ken Fisher's lewd comments pushes the total to $1.8 million.
October 21, 2019
$380M Wells Fargo Team Leaves for JanneyThe group includes three veteran advisors and is based in Bel Air, Maryland.
October 19, 2019
Redemptions From Fisher's Firm Top $1.3BThe 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
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.