Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Orion Buys Planning Software Startup Advizr
By Jeff BermanThe deal stands to help Orion keep up with rivals including Envestnet, who bought MoneyGuidePro earlier this year.
July 10, 2019
Dynasty Adds Ethic ESG Offerings to TAMPThe RIA is adding customized products to increase ESG options for portfolios.
July 10, 2019
Carson Wealth Adds $566M RIA in FloridaRuggie Wealth Management joins Carson via an exchange of a 25% interest of its business for an equity stake in the nationwide RIA.
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.