Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Lending to Adult Children Puts Retirement at Risk
By Nigel WilsonMost parents who make this risky financial move do so without seeking professional advice.
July 12, 2019
JPMorgan, Voya Debut Robo-Advice PlatformsThough they each target mass affluent investor, they take different routes to get there: B-to-C vs. B-to-B.
July 12, 2019
Raymond James Wrestling With Subscription ModelCEO Paul Reilly says that robo-advice "is table stakes" and ponders how the firm could raise its game.
July 12, 2019
Top 12 Cities for Millennial HomebuyersWhen coastal hotspots aren't affordable, young home buyers have to look elsewhere for affordability and a fun environment.
July 11, 2019
Schwab's Subscription Advisory Service Attracts $1 Billion in Less Than 4 Months"It's clear from these early results that we've struck a chord," Schwab's Cynthia Loh says.
July 11, 2019
FPA Finalizes ReorganizationThe final OneFPA Network plan retains chapters' independence but includes beta testing for some shared functions.
July 11, 2019
Orion Buys Planning Software Startup AdvizrThe deal stands to help Orion keep up with rivals including Envestnet, who bought MoneyGuidePro earlier this year.
July 10, 2019
Why Now's the Time to Start Making Comp PlansWorking on compensation structures during the summer makes for better planning and easier times later in the year.