Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
LPL Buys Employee-Advisor Group in Florida
By Janet LevauxFlorida-based Allen & Co. has 33 financial advisors and about $3 billion of client assets.
August 01, 2019
Raymond James, Steward Add Wirehouse Teams: Recruiting RoundupMeanwhile, LPL Financial picks up advisors from Ameriprise and Wells Fargo Finet.
August 01, 2019
3 Steps to Break Through a Growth PlateauFor advisory firms looking to expand their businesses, there are straightforward ways to reset expectations.
July 31, 2019
Active Managers Using Shareholder Leverage to Be HeardPushing companies they own to be more socially responsible, asset managers are using proxy voting in a big way.
July 31, 2019
TA Associates Snaps Up $12B Wealth Firm From Lightyear"Wowza! This is a mega-deal!" one observer said.
July 30, 2019
Raymond James Names Head of Advisor InclusionThe marketing executive will manage the Network for Women Advisors, Advisor Pride Network and Black Financial Advisors Network.
July 30, 2019
PFI Advisors Expanding RIA Services to Indie RepsThe firm, which has helped advisors with some $34 billion in assets go independent, is focused on the "final step" to running an RIA.
July 30, 2019
'Graying Trend' in Advisory Industry Is Reversing: FA InsightThe median age of lead advisors is now four years younger than in 2015, a new study finds.