Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
7 Predictions for the Investment Industry: William Blair
By Michael S. FischerThe firm's research details the big changes afoot, from technology to investing strategies to retirement planning.
July 10, 2020
How Are So Many Advisors Switching Firms During the COVID Crisis?Despite travel restrictions and working from home, there are creative ways due diligence is still getting done.
July 10, 2020
New Risk Tool Launched: Tech RoundupAlso, Twenty Over Ten updated its Lead Pilot tool to help advisory businesses improve their inbound marketing efforts.
July 09, 2020
Women Still Let Spouses Take the Lead on Financial Matters: SurveyThe UBS survey also found that women believe in equal participation in financial decision-making.
July 09, 2020
Next Wealth/Stack Event for RIAs to Be VirtualThe inaugural event, led by Josh Brown and Barry Ritholtz, drew more than 700 advisors and others to Scottsdale, Arizona, last fall.
July 08, 2020
How Creative Planning's Rothove Helps Ultra-Wealthy ClientsYounger staff at the firm see women in leadership and realize, "Hey, I can do this, too," said the RIA's vice president.
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.