Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Jemstep, Key Investment Services Partnering on Robo Platform
By Danielle AndrusJemstep is partnering with Key Investment Services, a subsidiary of KeyBank, on a digital advice platform.
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.
July 18, 2017
These Millennial Advisors Are Killing It With Younger ClientsUnder the radar, this youngest generation of advisors has created an entirely new advisory business model, designed to work with clients who are millennials themselves.
July 13, 2017
Fitch: Robo-Advice a Net Positive for Wealth ManagersAutomated advice should allow for better client interactions and better client segmentation, Fitch analysts say.
July 05, 2017
How Prepared Are Boomers, Gen Xers & Millennials for Retirement?A survey from Legg Mason compares the average asset allocation of the different generations.
July 05, 2017
No Robo-Advisor Will Ever Truly Master Client ServiceFew moments in wealth management history have demonstrated the need for a human touch more profoundly than the events of this past year.
July 03, 2017
Back to the Future: What Boomers Can Teach Us About MillennialsGetting older is a curious phenomenon. For instance, I have a hard time remembering what I had for lunch, but I can clearly remember a presentation I heard back in 1991 by Joe Nocera.