Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Your Clients Can Save for College via Crowdfunding
By Ginger SzalaCollegeBacker.com isn't a normal college savings program; it adds crowdfunding to the process.
May 29, 2018
RIAs Must Move Quickly to Serve Younger Clients: StudyTD Ameritrade survey finds a big shift in what RIAs can expect for their near-future client base
May 25, 2018
Advisors Not Feeling Fintech Love Yet: Hearsay's ShihAdvisors spend way too much time on menial tasks that could be aided by technology, Shih says.
May 24, 2018
Advisors See Competitive Advantage in Adopting Artificial IntelligenceOn the whole, advisors are more optimistic about AI than their clients are, a survey finds.
May 23, 2018
How Advisors Can Simplify Tech Decisions (Part II)When picking a new platform, you can hire a tech consultant or go it alone — either way, you'll still need to do some of your own research.
May 23, 2018
UBS Makes Moves to Diversify Its WorkforceUBS is the first wealth manager to partner with a diversity recruitment and career advancement platform like Jopwell.
May 18, 2018
What's the Next Big Thing? 3 Envestnet Execs Weigh InHow will advisors meet the needs of younger investors in an ever-more-complex world?
May 18, 2018
New Apps Appeal to Next Generation of 'Anxious' Clients: Envestnet's AroraBig data and machine learning are paving the way for new advisor apps that will help reduce friction with core services.