Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Cambridge Partners With AdvicePay: Tech Roundup
By Jeff BermanAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 23, 2020
BlackRock to Buy SMA, Custom Index Shop for $1.05BThe news comes about six weeks after Morgan Stanley agreed to buy Eaton Vance — which includes direct indexer Parametric.
November 23, 2020
How Advisor Shifts Gears Between Car Racing and Wealth ManagementUBS advisor Chris Aitken says, to his surprise, clients are asking: "When can I come to a race and watch you?"
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.