Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
6 RIA M&A Trends to Watch Now
By Carolyn ArmitageHere's why deal-making in the RIA space has remained surprisingly resilient, despite the fallout from the coronavirus.
July 29, 2020
Salesforce Buys Stake in Hearsay, 'Doubling Down' on Financial ServicesSalesforce and Hearsay team up to help firms record and track all advisor-client communications, Hearsay CEO Clara Shih tells ThinkAdvisor.
July 29, 2020
Advisors Are Prepared to Withstand COVID-19 Challenges: TD AmeritradeThey came out of a strong 2019, and "it's times like these that breed innovation," TD Ameritrade's Vanessa Oligino says.
July 28, 2020
How to Become a Top-Performing RIA: SchwabHere are several key practices that the leading firms use more than others, according to a survey.
July 28, 2020
Orion Launches New Client Portal for AdvisorsThe firm believes the portal, integrated with Apex, gives investors "one-stop, go-anywhere access" to their finances.
July 28, 2020
Hightower Buys Stake in $3.3B Texas RIAThe deal, the third for Hightower this year, brings it to a total of 108 advisory businesses in 33 states.
July 28, 2020
An In-Depth Look at Microsoft's Thinking on Remote WorkFor one thing, the 30-minute meeting is in, a study of the tech giant finds.
July 27, 2020
Schwab Names 2 New Board MembersOne recently was COO of Fidelity National Information Services' global financial solutions group; the other is CTO of Starbucks.