Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Women Still Let Spouses Take the Lead on Financial Matters: Survey
By Bernice NapachThe UBS survey also found that women believe in equal participation in financial decision-making.
July 07, 2020
Schwab Clients Can Now Say 'Hey Google' for Account InfoThe news comes some 10 months after TD Ameritrade and E-Trade announced their own Google integration efforts.
July 07, 2020
How I Added 100 New LinkedIn Connections in 22 DaysNot just any connections, but people I could actually do business with.
July 06, 2020
Carson Wealth to Require CFP or Other CertificationAdvisors at Carson Wealth offices will be required to obtain a professional credential within five years of joining the firm.
July 02, 2020
Advisor Deal Activity Could Drop 20% This Year: EchelonThe latest transactions report from Echelon Partners projects the slowest year for RIA mergers and acquisitions since 2016.
July 02, 2020
Next-Gen Clients Want More Than Robo-AdvisorsAn Aite study found there was a revenue opportunity of $3 billion to $4 billion for subscription-based services.
July 02, 2020
$1.6B UBS Advisors Move to Wells Fargo FiNet: Recruiting RoundupMeanwhile, Stifel adds Wells Fargo reps with $540 million and a $935 million Merrill Lynch team.
July 01, 2020
How to Hone Your Leadership Style in Uncertain TimesStart with your team's strengths and weaknesses — including your own — and build on that foundation.