Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
It’s Not Them, It’s You: Millennials Demand a New Business Model
By Angie HerbersMillennials actually do want financial advice and theyll pay for it. They just want a different kind of advice, delivered differently.
August 18, 2017
Millennials Hold Too Much Cash, Too Few Equities: ReportConversely, older investors are too heavily invested in equities, according to the Wells Fargo Investment Institute.
August 16, 2017
TD Ameritrade’s Robo Platforms Near $16BTD Ameritrades Essential Portfolios and Selective Portfolios digital advice platforms have nearly $16 billion in assets under management as of June 30, the firm announced on Tuesday.
August 16, 2017
Jemstep, Key Investment Services Partnering on Robo PlatformJemstep is partnering with Key Investment Services, a subsidiary of KeyBank, on a digital advice platform.
August 14, 2017
Fewer Millennials Thinking About Finances: Navy Federal Credit UnionThe credit union surveyed military and civilian millennials and found both groups may be less financially sound than they think.
August 11, 2017
Vanguard Is Way Ahead in the Robo RaceIts AUM at the end of the first half is more than four times the AUM of Schwab, its closest rival.
August 01, 2017
LPL Launching Robo-Advisor This MonthThe digital platform, Guided Wealth Portfolios, already has $14 million in assets and more than 700 clients.
July 21, 2017
New App Helps Millennials Create Wills, TrustsLegal documents can be created quickly with no cost to app users.