Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
What Happened at FinTech's 'Shark Tank 2'
By Timothy WelshAdvicePay founders Michael Kitces and Alan Moore did not disappoint for drama at the recent ScratchWorks event.
April 30, 2019
How to Help Sustainable Investors (Even If It's Not Your Interest)Younger investors want to build wealth in a sustainable way. Are advisors holding them back?
April 30, 2019
Empathy Plus Technology Equals SuccessE|Financial Alliance blends deep insights into clients' personalities to deliver what they really need.
April 30, 2019
3 Fundamentals Every Advisor Should Know About Private EquityUsually the playground for institutions and ultra wealthy, PE has some interesting options for advisors and their clients.
April 30, 2019
HighTower Funds $4.8B Wealth GroupWith the LourdMurray transaction, HighTower now has 98 advisory businesses in 33 states.
April 29, 2019
$6B Morgan Stanley Team Goes IndieThe group forms an RIA in Houston and partners with Dynasty Financial.
April 29, 2019
2019 IA25 Fintech WinnersHere are this year's top vote getters in the field of financial technology.
April 29, 2019
E-Trade May Be Close to Launching Cryptocurrency TradingThe brokerage giant will offer Bitcoin and Ethereum trades; service will compete with startups like Coinbase and Robinhood.