Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Advisors See Competitive Advantage in Adopting Artificial Intelligence
By Michael S. FischerOn the whole, advisors are more optimistic about AI than their clients are, a survey finds.
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.
May 16, 2018
280 CapMarkets' Bond Buying Platform Pulls Advisors Across 'Last Mile'Startup finds success among advisors with its bond trading platform while helping advisors meet MSRB requirements.
May 16, 2018
RBC Wealth Management Aims to Build Diverse Advisor ForceThe firm hired a dedicated recruiter to focus on bringing in more early-career and second-career candidates.
May 16, 2018
How to Meet Client Demand for Impact InvestingAdvisors have an important role to play in translating a client's preference for impact into practical strategies.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more
May 14, 2018
Green Alpha Advisors Introduces Next Economy Social Index: Portfolio ProductsAlso, BNY Mellon expands its trust network and Morningstar chooses Northern Trust as global custodian for Morningstar Funds.