Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Dealmakers for Wealthy Face 'Kodak Moment': UBS
By Benjamin Stupples and Patrick WintersFamily offices, hedge funds are doing more deals on their own; regulatory hurdles are making it harder for banks to win deals.
June 28, 2019
Top Asset Managers Share Market Outlooks, StrategiesThe 2019 winners of the Asset Manager of the Year Awards have plenty of insights about the direction of the market and how to manage assets as conditions change.
June 28, 2019
Cambridge Moves to Support Subscription Model, Lure Young ClientsCEO and President Amy Webber tells ThinkAdvisor how the firm is working to support advisors and what she thinks about Reg BI.
June 27, 2019
Merrill Adds Envestnet Service for UHNW ClientsThe resulting reports will include details on clients' investments, regardless of where the assets are held.
June 27, 2019
Problems When This Old House Becomes Your Client's HomeKeeping up with client needs may mean knowing their plans beyond financial advice.
June 27, 2019
Ain't No Sunshine When You're GoneEntrepreneurs should look for the silver lining when transitioning to professional management.
June 27, 2019
ESG Data Is Missing LinkAdvisors may be slow to recognize an important investment trend thanks in part to an information gap, Natixis reports.
June 27, 2019
Essential Advisor Award Winners of 2019These advisors have "really made an impact in their clients' lives," said John Harris of Envestnet. Here's how they have done that.