Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
SoFi Is Said to Be Closing New $500 Million Funding Round
By Julie VerhageThe funding is said to come from the Qatar Investment Authority, the state-owned holding company from that Mideast country.
April 22, 2019
Warren Proposes Scrapping Student Debt for MillionsDemocratic candidate says she'd cancel up to $50,000 in loans; her plan includes free public college and boosts Pell Grants.
April 22, 2019
New App Makes Proxy Voting Easier for Individual Investors: Portfolio ProductsAlso, m+ funds expanded its Defined Outcome Fund menu and MarketAxess launched a suite of U.S. Investment Grade Indexes.
April 22, 2019
26-Year-Old CFP Offers Financial Planning for NerdsSelf-described nerd Ian Bloom tells ThinkAdvisor how he designed his planning-focused fee model with gamers in mind.
April 22, 2019
Consumer Satisfaction Higher at Digital-Only BanksFIS survey finds 63% of direct-to-consumer bank customers said they were "extremely satisfied."
April 18, 2019
Parental Support Past Age 25 Is the New Normal: StudyA Merrill/Age Wave study found that young adults struggle more than previous generations did to become financially independent.
April 18, 2019
FPA, CFP Board Open 2019 Financial Planning Challenge for UndergradsStudents from CFP Board-registered universities can register until May 24.
April 18, 2019
LPL, Advisor Group and Merrill Tap New ExecsMeanwhile, Dynasty names a new tech chief, and two firms announce big marketing developments.