Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
How Wall Street Is Helping Influencers Manage Their Wealth
By Jasmine TengYouTube personalities can earn millions in ad-based income; 'This is pretty much first-generation wealth,' an advisor says.
July 18, 2019
Wealth Enhancement Group Adds $1B RIA: Recruiting RoundupMeanwhile, Raymond James brings on two wirehouse teams with over $720 million, and LPL nabs teams with a total of $235 million.
July 17, 2019
4 Steps for Covering All the Tech BasesBefore you pick new technology to help set your advisory firm apart, step back and review your client segmentation and service model.
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.