Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
RIAs Are Upbeat After 'Epic' Quarter for M&A
By Ginger SzalaTD Ameritrade Institutional surveyed RIAs to get their take on the business, while DeVoe and Co. looked at a wickedly good year in M&As.
January 23, 2019
Hearsay Adds Instagram to Platform for AdvisorsThe tech firm will review, track and store Instagram content for financial firms, as it does now for content posted on Facebook, Twitter and LinkedIn.
January 23, 2019
How a UBS Team Keeps Ultra-Wealthy Clients HappyOne key to success is being picky about clients, partners Louis Bell and Marc Levitt tell ThinkAdvisor.
January 22, 2019
Payment Tech Supported by Kitces Raises $2M OnlineThe funds raised via crowdfunding will help AdvicePay launch an enterprise version of its technology, which can be used by investor clients to pay advisors directly from checking accounts and by credit card.
January 22, 2019
Skeptical About ESG? Don't Be. Here's WhyA new Amundi SA study shows out performance by ESG funds in recent years, and Nuveen, with $20 billion in ESG assets, affirms that finding.
January 16, 2019
Fiserv to Buy First Data for $22B, Forming Payments GiantThe deal, one of the biggest financial mergers in a decade, will create the world's largest payment processor amid a wave of consolidation in that industry, which faces threats from startups like Square.
January 16, 2019
How Millennial Homebuyers Approach the Housing MarketMillennials want to become homeowners but have different values, expectations and methods than older buyers, a survey finds.
January 16, 2019
Corporate Boards Making Little Progress in Adding Women: MSCIAt this rate, the share of directors who are women won't hit 30% until 2029.