Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
10 Event Ideas to Connect With Clients' Adult Children
By Michael S. FischerForm the bonds now or risk being fired by your clients' heirs.
December 09, 2020
When Gay Clients Retire, Big Financial Challenges CollideFinancial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning.
December 08, 2020
3 Things Next-Gen Clients Want, and Aren't Getting, From AdvisorsMillennials say "traditional" advisors don't understand these issues, CFP Phuong Luong writes.
December 08, 2020
RBC Custody Business Updating Brand, PlatformThe news comes amidst a flurry of industry activity, such as Raymond James' recent move to create its RIA and Custody Services Division.
December 07, 2020
Outages at Interactive Brokers, Robinhood Annoy InvestorsProblems at Interactive Brokers follow Friday's news that it's buying Folio's DIY investor unit from Goldman Sachs.
December 04, 2020
Should You Send Holiday Cards in 2020?Is sending holiday cards worth the effort this year? Celebrities, CEOs and the British royal family seem to think so.
December 03, 2020
FA Match Scores $1M in VIP FundingThe recruiting platform obtains funding from industry innovators Ron Carson, Jason Wenk, Brian McLaughlin and Steve Lockshin.
December 03, 2020
How to Help Your Team With Stress, BurnoutTry these tips and questions to help you assess — and improve — your own stress level and that of your team members.