Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
4 Retirement Plan Myths Debunked
By Jay JumperIn fact, by not selling retirement plans, you are leaving money on the table.
January 04, 2021
Hightower Makes Its Biggest Acquisition EverThe purchase of the $8 billion firm, based in Los Angeles, "is a heck of a way to start off the new year," Hightower CEO Bob Oros tells ThinkAdvisor.
December 29, 2020
3 Ways to Step Up Cybersecurity in Wake of SolarWinds BreachUse these events "as a learning opportunity and strive to make [your] data more secure," says F2 Strategy's Scott Lamont.
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.