Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
A Timeline of the Schwab-TD Ameritrade Deal
By Janet Levaux and Chris NichollsThe deal, announced Nov. 25, 2019, was spawned through decades of change in the brokerage and RIA businesses.
October 28, 2020
Schwab's Bettinger: More Job Cuts Ahead"This combination is not completely easy," the Schwab CEO said of the TD Ameritrade deal, laying out seven more competitive issues along with Advisor Services head Bernie Clark.
October 28, 2020
How to Change Wealth Management's Lack of DiversityWe need to get comfortable with the fact that making tangible change in an established industry is painful and slow.
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.