Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
We Graded the 12 'Smartest' Cities for Retirement
By Ginger SzalaThese cities combine affordability with educational perks that'll help keep your brain young, but some of these upsides come at a cost.
July 17, 2019
Kestra Launches Succession Planning UnitBluespring Wealth Partners will acquire experienced RIA and wealth management firms with at least $1 million of earnings.
July 17, 2019
Merrill Says RIA Option Is a No-GoIts offerings are "not a strategy that can be delivered on an independent platform," an executive said.
July 17, 2019
12 Things Successful Advisors LearnAll the licensing exams in the world are no match for the school of hard knocks.
July 17, 2019
Financial Advisors Can't Wait for Nontransparent Active ETFs: SurveyEighty-five percent of the 200 advisors surveyed by Broadridge Financial Solutions say they're likely to use these ETFs.
July 16, 2019
Orion's Purchase of Advizr Made Sense, but Challenges Remain: Wealth Tech ExpertsOrion's "still not well positioned to compete against" the threat posed by Envestnet and faces pricing pressure, Kitces says.
July 16, 2019
4 Steps to Finding a New Advisory FirmHow can an advisor find the perfect advisory home without actually working there first? Here are some ideas.
July 15, 2019
Ritholtz Relaunches Digital Service at Betterment for AdvisorsThe service has no minimums and charges 50 basis points, which will be evenly split between the two firms.