Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Dani Fava Has a New Gig at Envestnet
By Janet LevauxThe former head of innovation at TD Ameritrade Institutional is set to lead strategic development for the giant tech firm.
July 21, 2020
Does Fava's Exit Signal More Departures From TD Ameritrade?More high-profile leaders will likely jump ship as the Schwab deal moves forward, Michael Kitces, April Rudin and others told ThinkAdvisor.
July 20, 2020
Pershing Taps Former Goldman Sachs Exec as COOEmily Schlosser replaces Jim Crowley as compliance chief a year after the former CCO was tapped to lead the BNY Mellon business.
July 20, 2020
What to Make of Schwab's Mixed Q2 ResultsEquity analysts weigh in on the company, its purchase of TD Ameritrade and more, ahead of its investor call.
July 20, 2020
Dynasty Adds $420M Morgan Stanley TeamShoreHaven Wealth Partners includes a father and son duo and others who serve a multi-generational client base.
July 20, 2020
Invest in Others Awards Finalists AnnouncedAwards will be presented digitally, one a day, from Sept. 21 to 25.
July 17, 2020
3 Simple Ways to Sharpen Your Online PresenceA few minor changes can dramatically improve the way you appear to clients and colleagues.
July 17, 2020
How Becoming a Social Security Claiming Whiz Can Boost Your PracticeClaiming at the optimal time can increase lifetime benefits by tens of thousands of dollars or more, but clients need help navigating the rules.