Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
United Capital Teams With Nonprofit Girls Who Invest
By Jeff BermanThe mentoring initiative could help expand the number of women in the asset management industry.
July 09, 2019
Best & Worst BDs for Advisors: J.D. Power — 2019Average advisor satisfaction scores rose, but firms have plenty of room for improvement on the tech front.
July 08, 2019
SEC Commissioner's Speech Rankles ESG IndustryMorningstar's Jon Hale called Hester Peirce's speech "over the top," but some ESG backers said she made some good points.
July 08, 2019
LPL Adds Data Exec From OppenheimerFundsAshish Braganza is the BD's executive vice president of Data, Analytics and Innovation and reports to Burt White.
July 03, 2019
How Charitable Giving Helps Advisors Stand OutBy adding this focus to your financial-planning practice, you can align your values with those of your clients and prospects.
July 02, 2019
New Tech, Operations Trainer Added to FPA TeamFilling out its Coaches Corner, the FPA adds youth and technology know-how to help advisor members.
July 02, 2019
Dealmakers for Wealthy Face 'Kodak Moment': UBSFamily offices, hedge funds are doing more deals on their own; regulatory hurdles are making it harder for banks to win deals.
July 01, 2019
Let Down by Her Financial Advisors, This Olympic Medalist Became One"I don't think financial planning needs to be stuffy," bobsled and track medalist Lauryn Williams tells ThinkAdvisor.