Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
4 Ways to Prepare Young Advisors to Manage More Wealth
By Michael LaneIt's time for advisory firms to be sure their advisors are ready for the next generation of clients.
August 11, 2022
Envestnet Institute On Campus Adds Franklin Templeton as Sponsor: Tech RoundupAlso, LinkedIn's latest compliance partner is RIA in a Box.
August 10, 2022
Meet Kyla Scanlon: Master of TikTok, Markets and VibesWhen it comes to social media, the "biggest thing is explaining things in a really accessible way ... [and] in a way that's entertaining," she says.
August 08, 2022
3 Steps to Better Client RelationshipsGenerational insights should help open channels of communication, not substitute for a deep look at clients' specific goals and needs.
August 03, 2022
5 Workplace Trends Advisory Firm Leaders Need to Harness NowInstead of fighting these trends, lean into them to attract top talent and set your firm up for growth.
August 02, 2022
Citi's New Wealth Unit to Add 500 JobsThe decision to expand the bank's wealth management offerings was "blindingly obvious," said Citigroup CEO Jane Fraser.
August 01, 2022
Worker Classification for Independent Financial Professionals: Big Changes Ahead?The Labor Department plans to propose new rules on independent contractors that might affect advisors.
July 22, 2022
4 Reasons to Fight for Financial Planners' Legal RecognitionThis push may involve lots of resources and many years of planning and effort, but the FPA is ready to lead it.