Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Cetera Says It's on a $19B Growth Tear
By Janet LevauxThe broker-dealer network, thanks to its Foresters deal and other factors, has picked up roughly 1,000 advisors.
August 13, 2019
FPA Rolls Out Group Health Insurance for Members in Most StatesThe plan is generally available for advisors with two to 50 employees.
August 12, 2019
First Republic Adds $3.6M UBS TeamThe four veteran advisors come on board in New Jersey.
August 12, 2019
Fintech Gains Favor Among TeensYour future clients are already getting familiar with mobile budgeting and financial planning apps, a survey finds.
August 09, 2019
Cetera Raises $210K for YouthOther Caring Cetera donations have supported Girls Inc., as well as the SIFMA stock market games in Los Angeles.
August 08, 2019
Stifel, LPL Nab Wirehouse Reps: Recruiting RoundupMeanwhile, Carson Group welcomes an eight-member team in Northern California.
August 07, 2019
Fidelity's Amped-Up Cash Sweep: Gain for Investors, Pain for Advisors?The new cash sweep vehicle, aimed at new DIY investors, offers 1.91% yield; cash held by advisory clients won't be automatically moved.
August 07, 2019
Interest in Digital Tech Growing Among Wealthy Investors: Morgan Stanley PollBut many high-net-worth investors remain concerned about cybersecurity.