Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
What Boomers Need, and Aren't Getting, From Advisors
By Jane Wollman RusoffBoomers have been "forgotten" by advisors just as decumulation time draws near, retirement consultant Marcia Mantell tells ThinkAdvisor.
May 03, 2019
Apprise Labs Gives Advisors a Peek of New Retirement Planning SoftwareStill in development, eMoney founder Edmond Walters' new product helps advisors project savings and expenses.
May 03, 2019
BlackRock Is Winning at Making Less Money From ClientsThe iShares Broad USD High Yield Corporate Bond ETF added a record $368 million Thursday, after discreetly slashing its fee in March.
May 02, 2019
Gen. Powell Shares Concerns, Hope for USThe former secretary of state worries about "all the arguing and … the language" being used today by politicians, he said at the Envestnet Advisor Summit.
May 02, 2019
Ken Fisher Busts Investing Myths; Tells Advisors to Seek 'Uncomfort Zone'In a wide-ranging interview, the legendary investor talks to ThinkAdvisor about advisors' biggest "dilemmas."
May 02, 2019
Kitces' 5 Trends of the Future for AdvisorsTravel agents may have faced disruption, Michael Kitces says, but the ones who adapted are actually doing quite well.
May 02, 2019
AI Is Not a Priority for the Largest Advisory Firms: Pershing PollThe Elite Advisor Poll found that firms are investing more in technology but primarily for more practical matters.
May 02, 2019
Envestnet Names Top Asset Managers of 2019The portfolio specialists and strategists outperformed benchmarks and rivals despite volatility of the past year or so.