Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Robinhood Sued Over Issues Tied to 'Dark Pool' of Payments
By Jeff BermanThe trading platform is accused of "material omissions, misrepresentations, and concealment" of payments for order flow deals.
January 20, 2021
LPL Nabs Microsoft Exec to Lead Advisor SolutionsEd Fandrey will be based in San Diego and report to President & CEO Dan Arnold.
January 19, 2021
How the TD Ameritrade Deal Affected Schwab's Q4 EarningsSchwab beat estimates and RIA assets topped $3 trillion in its first quarterly report after the deal, which closed Oct. 6.
January 15, 2021
Why Digital Disruption Matters for Your PracticeNow's the time to focus on giving your clients the ability to make a request and have it fulfilled as fast as Uber can deliver a ride.
January 13, 2021
Mercer Acquires $850M Arizona RIARowland Carmichael Advisors "will bolster our already strong presence in the Southwest," says Mercer CEO Dave Welling.
January 13, 2021
Ed Slott Joins American College FacultyThe CPA will contribute to College's RICP program and help staff focused on retirement distribution planning.
January 08, 2021
New PPP Loans: Questions and AnswersNow that the PPP is reopening, here's what you need to know to help your small-business clients speed up the loan application process.
January 08, 2021
4 Retirement Plan Myths DebunkedIn fact, by not selling retirement plans, you are leaving money on the table.