Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Tiburon Bars Fisher From Summits After Lewd Comments
By Janet LevauxThe development comes a day after an advisor posted a video criticizing Fisher for his "absolutely horrifying" remarks.
October 09, 2019
Zero Commissions a 'Huge Deal' for Advisors, BDs: HenschenBroker-dealer recruiter Jon Henschen breaks down "the ripple effects" of the big brokerages' elimination of most trading commissions.
October 07, 2019
It's FAFSA Filing Time AgainHelpful info for your clients: Students who file the FAFSA early tend to get more financial aid, according to Savingforcollege.com.
October 07, 2019
Merrill Boosts Trainee Pay by $10KThe wirehouse also has hired 1,700 next-gen wannabe advisors so far this year.
October 04, 2019
Envestnet CEO Jud Bergman Remembered as VisionaryTributes to Bergman, who died in a car crash, pour in from Ron Carson, Michael Kitces, Aaron Klein and other members of the advisory and fintech communities.
October 04, 2019
$135M Merrill Team Goes Indie With New RIAThe group, now partnering with TruClarity Wealth Advisors, includes two veteran advisors based near Houston.
October 04, 2019
Envestnet CEO Killed in Car CrashJud Bergman's death has shocked the industry, as leaders like Joe Duran, Michael Kitces and Aaron Klein expressed online.
October 03, 2019
Chalekian's RIA to Join Integrated PartnersAs part of the deal, the popular head of Lake Avenue will lead the larger RIA's acquisition team.