Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Carson Wealth to Require CFP or Other Certification
By Janet LevauxAdvisors at Carson Wealth offices will be required to obtain a professional credential within five years of joining the firm.
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.
July 01, 2020
ESG Shop Trillium Sold to Australia-Based FirmThe Boston-based firm has $3.8 billion in assets under advisement.
July 01, 2020
Model Portfolios Lost $500 Billion in Q1: BroadridgeBut their total assets were $3 trillion.
July 01, 2020
7 Ways Buyers Can Stand Out NowIn a seller's market for advisory firms, it pays to separate yourself from the crowd.
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.