Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
CFP Board Releases Career Best Practices Guide
By Melanie WaddellThe guide highlights the importance of clear and transparent career advancement, the CFP Board said.
April 16, 2019
5 Truths About the Pricing Revolution in Wealth ManagementSchwab's new subscription-based service is a needed shake-up to the industry.
April 16, 2019
FPA Drops Plan to Merge Into Single Legal EntityAfter negative feedback from members, merging the chapters is "off the table," FPA President Evelyn Zohlen says.
April 15, 2019
Schwab Beats Estimates as Flows Slow in Advisor Services: Q1 EarningsThe brokerage firm released first-quarter earnings less than three weeks after announcing a new subscription model for some services.
April 12, 2019
Rick Ferri, Back in Business, Drops Bomb on AUM Fee ModelWith his new firm, Ferri offers hourly, customized investment advice and says clients should only pay for what they need.
April 12, 2019
Single Women More Confident About Money Knowledge Than Married Women: UBSOne single woman told UBS, ""Women underestimate what they know. Men can be overconfident."
April 12, 2019
Clients Crave More Customized Communications From Advisors: SurveyHalf of Gen X clients would stick with their advisory firm rather than follow their departing advisor, a Broadridge survey finds.
April 12, 2019
Orion to Restructure, Rebrand OperationsThe company plans to make a major product announcement in the fall.