Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Advisors' Advice: You Don't Have to Major in Business to Be a Financial Planner
By Ginger SzalaIn Part 2 of this series, we share stories from advisors who studied a non-financial field in college.
August 25, 2020
Think Windfalls Are Just Good Luck? Think Again — Prospecting in a Pandemic, Part 2In the second of a four-part series, I look at why it pays to get ready for these career-changing opportunities.
August 24, 2020
Betterment Rolls Out 401(k) Plans for AdvisorsUsers of Betterment for Advisors will be able to offer the retirement plans to their business clients.
August 21, 2020
LPL Execs Urge Advisors to Charge for PlanningBy charging for planning, you can build and grow relationships and revenue, Andy Kalbaugh, a managing director at the BD, says.
August 21, 2020
Schwab's Free Planning Tool Means Advisors Must 'Think Like Sharks'Advisors need to "keep swimming or drown," Craig Iskowitz of Ezra Consulting said. "You have to offer the best service to survive."
August 20, 2020
Schwab Launches Free Financial Planning Tool"It's a brilliant move" against rivals said Gavin Spitzner of Wealth Consulting Partners, who predicts Schwab's RIA clients will have "a divided response" to it.
August 20, 2020
LPL's Burt White: Do More Than Apply 'Digital Lipstick'The BD executive gave details on coming updates and new tools for managing meetings, electronic signatures and more.
August 20, 2020
Millennial, Gen Z Risk Tolerance Soared Since Pandemic Started: E-TradeThe company takes a look at trading trends of younger investors during the COVID-19 crisis.