Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
The Best Performing Robo-Advisors of 2018
By Bernice NapachFor the first time, the latest Robo Report also includes three-year performance numbers.
February 21, 2019
Cambridge Streamlines Data Input for AdvisorsAdvisors will avoid multiple inputs with new technology that uses bi-directional data synced continuously through the system.
February 21, 2019
Millennial Investors Are Ready to TalkFinancial advisors don't have to reinvent themselves to reach millennials.
February 21, 2019
Have Fee-Based Models Won the Battle ... or the War?A Cerulli Associates study looked at fee and commission models and asked which pay structure investors preferred.
February 20, 2019
HighTower Nabs $2.6B Group in Memphis: Recruiting RoundupMeanwhile, Raymond James' Alex. Brown division has added a veteran advisor from Wells Fargo with $113 million in client assets in Boston.
February 20, 2019
United Capital's FinLife Platform Hits $22.5B"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 20, 2019
Is There a Missing Link in Your Client Experience?Take the time to explore this side of your advisory business in order to produce long-term results.
February 19, 2019
What Millennials Want From Their Advisors: NationwideResearchers asked millennials what they look for in an advisor and what they want advisors to do.