Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. Power
By Michael S. FischerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.
November 23, 2020
College for Financial Planning Launches Behavioral Finance ProgramAdvisors who complete the eight-week program can receive an accredited designation.
November 23, 2020
Pershing's Lockwood Rolls Out New UMA ProgramThe minimum account size for the UMA is $50,000, and its annual program fee starts at 30 basis points.
November 22, 2020
Annuities Could Stop Retirees From Going Broke. Why Don't More People Use Them?The Stanford Longevity Project and Principal Financial Group look at why many retirees don't use annuities and how to address their concerns.
November 20, 2020
10 Favorite Investing Books: Advisors' AdviceAdvisors told us about the books that helped them build their investing knowledge and shape their strategies.
November 19, 2020
U.S. Individual Annuity Sales FallFixed-rate deferred annuities sold well, according to an issuer survey.
November 19, 2020
4 Steps for Turning Ideas Into ActionUnless you put your thoughts into practice and see how well they actually work, they can't benefit your business.
November 18, 2020
8 'Must Know' Advisor TrendsVIPs weigh in on the industry's outlook for 2021 and specific issues like robo-advisors, hiring and dealmaking.