Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
8 Things Advisors Should Know Now About Top Industry Trends
By Jeff BermanExecutives from Schwab, Mercer Advisors and other firms discussed the state of play at a virtual DeVoe & Co. event.
November 11, 2020
Advisors Highlight Best Practices of 2020 at Virtual EventWith some 1,500 registrants, the 26th annual Raymond James Women's Symposium brought advisors and experts together to discuss resiliency and inspire success at a challenging time.
November 11, 2020
COVID-19's Impact on the Advisor-Client RelationshipThe coronavirus has boosted shifts in how investors find financial advisors and how they prefer to receive financial advice.
November 10, 2020
4 Steps for Building an Online Client Education PlanCOVID-19 brought in-person client education to a halt. But in some ways, that's not a bad thing.
November 10, 2020
Cetera Nabs Former LPL Exec as COOIndustry veteran Tom Gooley joins the firm, which just promoted Lisa Gok to the role of general counsel.
November 10, 2020
Jeff Levine Lands New Gig at Tax Software FirmThe popular CPA and CFP will advise Holistiplan on more ways to review clients' tax returns.
November 10, 2020
Doctor-Turned-Advisor Finds New Ways to Help ClientsCordi Powell left medicine to raise a family and found a new path, this time assuaging financial pain.
November 10, 2020
Honoring Advisors Who Serve(d): Veterans Day, 2020ThinkAdvisor's yearly compilation highlights the stories of 20 military veterans who also serve in the financial advisory industry.