Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Blanchett: 3 Important Wealth Sources Advisors Overlook
By Ginger SzalaYou can't build an optimal financial plan without considering these assets, Morningstar's retirement whiz says.
December 23, 2020
Marketing: Why You Need Both a Plan and a StrategyHere's how to create these two distinct parts of marketing, so they successfully work together and produce desired results.
December 23, 2020
How to Get Clients Started on Legacy PlanningRather than focusing on inheritance, ask clients what they want their long-term impact to be, says attorney and tax expert Toby Mathis.
December 22, 2020
Top 10 Healthiest U.S. Cities in 2020The ranking factors in how much residents exercise, how stressed they are, the amount of rest they get and other lifestyle characteristics.
December 22, 2020
SEC Adopts New Ad Rule, Allows Client TestimonialsForm ADV was also amended to require advisors to provide more information on their marketing practices.
December 22, 2020
Test Your Knowledge: The Social Security Trust FundsTake our quiz on how Social Security is funded and how a shortfall could affect your clients.
December 21, 2020
LPL's Retention Deals for Waddell & Reed Reps 'More Than Generous': RecruiterPackages of 30 to 50% of prior year's fees and commissions are likely to entice many advisors to remain with LPL Financial.
December 17, 2020
Black, Latina Women Confident About Financial GoalsJ.P. Morgan poll finds nearly 20% of affluent Black and Latina women began investing this earlier year vs. 5% of their white counterparts.