Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
RIAs 'Woefully' Unprepared in Succession Planning: Franklin Templeton
By Emily ZulzThis lack of planning allows potential buyers to capitalize on sellers' "need for speed."
January 30, 2019
Laserfiche's Bots Aim to Automate Advisor EfficiencyAn upgrade by Laserfiche, a document and content management software firm, features a robotic process automation tool.
January 29, 2019
Here's How to Achieve Your Goals for 2019: FPAA new paper from the FPA helps advisors follow through on their plans.
January 29, 2019
Fidelity Go Ranked Best Overall Robo-AdvisorThe Robo Report, published by Backend Benchmarking, rated 13 robo-advisors that have been in business for at least two years.
January 28, 2019
New Platform Offers Not Just Software but Business BuildingChalice Financial Network, offers single sign-on access to software to manage clients, but also services like HR, IT and even health insurance.
January 25, 2019
Betterment, XY Planning Offer Free Services for Unpaid Government WorkersBetterment and XY Planning Network are offering free advice for workers affected by the shutdown.
January 25, 2019
How Will Millennials Invest Their New Wealth?Advisors need to understand the thinking of this generation to help guide them as they inherit a vast amount of wealth.
January 24, 2019
'No One Is Immune' From Cyber Risk: Tech InsiderComprehensive reviews, for instance, include five different steps: identify, detect, protect, respond and recover, according to Entreda's CEO.