Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Music Editor Turned Advisor, 30, Helps Side Hustlers Build Wealth
By Jane Wollman RusoffAlly-Jane Ayers tells ThinkAdvisor why she's becoming a CFP — and why she got married in a cemetery.
April 01, 2019
How Bots Are Creating Next-Gen FundsThe race is on to create robotic ETFs -- a bet that human investors will trust investments designed using data digested by AI and machine learning.
April 01, 2019
WisdomTree Restructures 2 Funds: Portfolio ProductsIn other product news, an impact investment opportunity launched that aims to fix the gender disparity in small business lending.
March 28, 2019
Why Schwab's New Pricing Plan Is a Big DealMark Tibergien, Michael Kitces and others weigh in on how the new subscription model could affect advisors.
March 28, 2019
Schwab Rolls Out Subscription-Based Financial AdviceMichael Kitces warns solo advisors that they now must "compete on differentiated value at higher fee level," while Tim Welsh says Schwab advisors will "have some tough explaining to do" with clients.
March 27, 2019
When It Comes to Motivating Staff, It Ain't Always About the MoneyDespite what some advisory firm owners may think, most employees are looking for more out of their work than compensation.
March 27, 2019
SigFig Launches Sales Platform for BanksThe tech darling is creating "a stronger funnel" for its digital advice, says one industry watcher.
March 26, 2019
Why Organic Growth Is the Right Path for Many Advisory FirmsMaximizing your core business, instead of making acquisitions, is the fastest and most efficient route to healthy expansion.