Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Payment Tech Supported by Kitces Raises $2M Online
By Janet LevauxThe 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 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.
January 14, 2019
Envestnet Says Yodlee CEO to DepartEnvestnet says Yodlee's sales have nearly doubled since it purchased the firm.
January 10, 2019
Shutdown Has Advisors Juggling Financial Tips, Career CounselingWashington-based advisors discuss their suggestion for clients, who have mounting questions as they prepare to miss a paycheck.
January 10, 2019
What the Children of Millionaires Value MostKnowing the answer could help advisors maintain clients from one generation to the next.
January 10, 2019
Young Advisors Want More Social Impact Fixed Income Products: SurveyIncapital found young advisors use individual bonds to discuss social impact goals, but most want more fixed income options.
January 09, 2019
Logging Into Bank Accounts Is a $3B BusinessOne player in the space, Plaid, says it's buying New York-based Quovo in a deal that could be worth about $200 million.