Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
New Platform Offers Not Just Software but Business Building
By Ginger SzalaChalice Financial Network, offers single sign-on access to software to manage clients, but also services like HR, IT and even health insurance.
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.
January 24, 2019
Envestnet | Yodlee's AI Firm Purchase Is a 'Strategic Move': Tech InsiderThe technology lets financial firms work with clients through Amazon Alexa, Google Assistant, SMS and Facebook Messenger.
January 24, 2019
RIAs Are Upbeat After 'Epic' Quarter for M&ATD 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
Best Ways to Relieve Growing PainsIt's not easy moving from a solo to an ensemble firm, but some strategies can make the associated changes much easier.
January 23, 2019
More States Advance Their Own Fiduciary RulesSEC's best interest rule still pending and now delayed by government shutdown.
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.