Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Lessons Learned by a $2T Platform
By Eric PoirierExperience gained since the downturn spurred new tools and technology to help advisors better serve clients.
October 27, 2020
LPL Picks Up Portfolio Tool Maker for $12MThe deal to acquire Blaze Portfolios comes nearly two years after its $28 million purchase of proposal-generator AdvisoryWorld.
October 27, 2020
Schwab: Advisors Upbeat on Growth but See 'Huge Threats,' TooThe biggest threats to RIAs today are "discount brokers, robo-advisors, Robinhood" and other players, said one advisor.
October 27, 2020
Will eMoney's New Planning App Help or Hurt Advisors?Experts weigh in on what the app, which targets the retirement plan market, will mean longer term for traditional wealth managers.
October 26, 2020
4 Ways to Avoid Decision FatigueTo get your team in the right marketing mindset, have everyone ask and answer several key questions.
October 26, 2020
Fidelity Expands Reach of Its Model PortfoliosFidelity Model Portfolios are now available to advisors on 16 platforms.
October 22, 2020
Betterment Expands Socially Responsible Investment OfferingsBetterment for Advisors and other channels can access the new Climate and Social Impact portfolios.
October 21, 2020
Janney Reports Big Jump in Advisors' Use of Social Media, TextsThe BD says virtual client communication via Hearsay Systems' compliant tools is up significantly during the pandemic.