Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
New Advisor Designation Drawing Criticism
By Jeff BermanMichael Kitces questions whether clients would really seek out an Accredited Behavioral Finance Professional.
November 25, 2020
Cambridge Partners With AdvicePay: Tech RoundupAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 25, 2020
Former TD Ameritrade Exec Won't Return to FordVijay Sankaran, who spent the past seven years leading technology at TD Ameritrade, won't be rejoining his former employer after all.
November 24, 2020
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. PowerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.
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.