Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
4 Key Steps for Estate Planning With Cryptocurrencies
By Joseph Doll and Michael KearneyTo ensure that clients' digital assets are passed on to heirs and beneficiaries, advisors should review and take these important measures.
October 19, 2018
New 'Red Flag' Tools Launched to Curb Cyber RisksEntreda's news follows a $1 million settlement reached by Voya Financial Advisors with the SEC over cybersecurity failures and compromised client personal data.
October 19, 2018
Start With a Risk Number, End With New Clients: Snappy KrakenSnappy Kraken creates an automated lead-gen campaign for Riskalyze users.
October 19, 2018
5 Quick Facts About Millennial Stock InvestorsA study of millennial buying in the stock market shows a different path than older generations.
October 19, 2018
Independent Advisory Firms Have Choices to Make: Fidelity's SlaterThe industry is becoming more concentrated, which makes it harder for small and midsize firms to operate as stand-alone entities.
October 19, 2018
Morgan Stanley, Goldman Want to Lend More Money to Ultra RichIn the past five years, Morgan Stanley has tripled these loans to high-net-worth individuals.
October 18, 2018
SEC Launches FinHub PortalThe new fintech hub provides one-stop information on digital marketplaces, automated investment, blockchain and AI.
October 18, 2018
Raymond James Nabs $1.5B Reps From Wells Fargo, Morgan Stanley and LPL: Recruiting RoundupMeanwhile, LPL Financial adds advisors from the Cetera broker-dealers; SagePoint and Securities America share details on their latest hires.