Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Annuities Could Stop Retirees From Going Broke. Why Don't More People Use Them?
By Ginger SzalaThe Stanford Longevity Project and Principal Financial Group look at why many retirees don't use annuities and how to address their concerns.
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.
November 18, 2020
Oranj's Closure: 'Nasty Surprise in a Year of Nasty Surprises'Consultant Craig Iskowitz also predicts: "It's going to be a bit like the feeding frenzy when Schwab sold PortfolioCenter to Envestnet."
November 18, 2020
Fintech Firm Oranj to Close by Year-EndOranj staff members are in touch with the firm's 500-plus advisor clients about transitioning to other fintech firms.
November 16, 2020
Kitces.com Partners With Wealth Network on Advisor Education ProjectDisruption tied to current pandemic "has led to a rapid increase in demand for [our] ... content," said blogger and planner Michael Kitces.
November 16, 2020
Real-Time and One-Click Are the FutureI've been on the front lines of financial tech for two decades. Here's what's coming.
November 13, 2020
Raymond James Launches Wealth-Focused Coaching ProgramThe news comes two months after the firm rolled out programs focused on Regulation Best Interest and its Black Financial Advisors Network.