Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Impact Shares Launches NAACP-Affiliated ETF: Portfolio Products
By Emily ZulzAlso, ProShares launched an ETF that invests only in online retailers.
July 18, 2018
5 Ways Advisors Can Define SuccessSo-called lifestyle firms empower advisors to achieve their vision of the perfect job.
July 16, 2018
ImpactAssets Unveils Portfolio Directory of Impact Investing DealsAlso, Broadridge launched a cloud-based wealth management solution and Fi360 expanded its Fiduciary Focus Toolkit.
July 16, 2018
How to Reduce Clients' Taxes While Providing a Social GoodThere's a section in the 2017 tax cut legislation that most advisors know little about — but should.
July 13, 2018
Robo-Advisor Hedgeable Is Closing. Who's Next?The "market of independent automated investment services is saturated," Bill Winterberg says.
July 12, 2018
Morningstar Launches Its Own Funds for AdvisorsThe SEC registration for the Morningstar Funds Trust is now effective, allowing Morningstar to begin converting its Morningstar Managed Portfolio assets to Morningstar Funds.
July 12, 2018
Fidelity Launches Model Portfolios for AdvisorsFidelity Model Portfolios debuts with five different portfolios consisting of 7 to 12 Fidelity funds, based on risk tolerance.
July 11, 2018
3 Ways to Protect Yourself When Joining an Advisor TeamTeaming can boost performance, but a partnership gone bad can be a career-ending calamity without the proper protections.