Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
ESG Shop Trillium Sold to Australia-Based Firm
By Janet LevauxThe Boston-based firm has $3.8 billion in assets under advisement.
July 01, 2020
We Asked, Advisors Answered: How Can the Industry Increase Diversity?Ex-FPA President Frank Paré, Lazetta Rainey Braxton and others gave ThinkAdvisor their recommendations.
July 01, 2020
Senate Passes PPP ExtensionThe extension runs to Aug. 8; it would have to pass the House, which had approved a year-end extension.
June 30, 2020
Mnuchin, Senators in Talks to 'Repurpose' Unused PPP FundsThe Senate passed an extension to the program late Tuesday.
June 30, 2020
Creative Planning Buys $530M RIA in MichiganSeparately, RIA Mercer acquires a $330 million wealth firm in Southern California.
June 30, 2020
Hopkins, Kitces: As SEC's Reg BI Goes Live, Worries RemainCarson Group's Jamie Hopkins voices his concerns on Reg BI and the DOL proposal intended to align with it.
June 29, 2020
How Advisors Can Help Kids in COVID-19 TimesWhile working from home this summer, show children how you help others reach their goals and how they can do the same.
June 29, 2020
12 Lessons It Pays for Advisors to RememberThese rules have been around a long time, but they still apply.