Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
A Financial Gym That'll 'Whip Your Assets Into Shape'—Over a Glass of Wine
By Jane Wollman RusoffEx-Merrill advisor tells ThinkAdvisor about her Gym, where "money is more interesting with a glass of wine in hand."
June 18, 2018
LPL's Blockchain Portfolio: Forward Thinking or Foolish?The independent broker-dealer's move is being hotly debated by industry players and observers.
June 15, 2018
Do Investors and Advisors Have a Failure to Communicate?A study commissioned by OppenheimerFunds looked at how generations view investments and advisors, and the findings were surprising.
June 15, 2018
LPL, in Surprise Move, Adds Blockchain Strategy to SMA PlatformThe move by the independent broker-dealer is earning it varied reviews by industry insiders Michael Kitces and Tim Welsh.
June 14, 2018
ProEquities Gives Reps New Cyber-Defense ToolsThe broker-dealer's platform was built by Entreda and works across desktops, laptops, smartphones and other devices.
June 14, 2018
These Easy-to-Use Technologies Can Transform Your Client Service: Bill WinterbergAt Pershing Insite, Winterberg and other tech experts discussed some service-boosting technologies and how to integrate them.
June 13, 2018
ETFs Are Millennials' Product of Choice: Schwab"When millennials think investing, they think ETFs," Kari Droller of Schwab says.
June 13, 2018
Tibergien, Seivert Debate 5 Critical M&A Questions for Retiring AdvisorsAdvisors planning to retire have several important choices to make if they want to cash out and have their business continue.